Other Features of Blueprints

BigChange offers a range of features to streamline data management and export processes. This article explores the capabilities of blueprints, including their creation, duplication, and security features, as well as the enhanced export functionality for job finance data.

Blueprint Features

Multiple blueprints of the same type can be created, allowing for easy import or export of data in various formats for different applications.
Blueprints can be duplicated, enabling users to create copies and make amendments without starting from scratch. Simply select Duplicate and then Edit to make changes.
For added security, blueprints can be locked. Only the user who locked a blueprint can unlock it.

Adding Worksheet/Workflow Questions

To add all Worksheet/Workflow questions to blueprint columns, navigate to: [Top menu] Profile (icon) → Admin Settings → [side menu] → Forms → Import/export blueprints.
This feature simplifies the process of incorporating all relevant questions into a blueprint with a single selection.

Streamlined Job Finance Exports

Enhanced Export Functionality

The Job Finance List now includes supercharged export functionality, allowing users to filter and export job finance details seamlessly.
Users can customise the export format using the blueprint feature, deciding exactly what data to include and how it is presented.
This functionality is ideal for re-importing data into third-party systems.

New Features for Job Finance Exports

Blueprint Creation: System admins can create custom templates for exporting data, including a rich selection of Job and Finance Data fields.
Enhanced Export Options: The finance team can export jobs and associated lines directly from the Job Finance List, focusing on sales lines, cost lines, or both.
Renaming for Clarity: Existing exports have been renamed to “Job - Financial Document” and “Job - Finance Document (Lines)” for better clarity.

Administration Setup

Creating a Blueprint

Navigate to [Top menu] Account setting (icon)
Settings
Forms [side menu]
Import/Export Blueprints.

blueprint 1.png

Select “Add” to open a new window and complete the following fields:
1. Name - name your blueprint.
2. Group - select the group this blueprint will apply to, e.g., jobs, stock, equipment.
3. Type - select Import, Export, or Import/Export.
Once the upper part of the form is completed, a 'Column Mapping' section appears.
- Select a column letter to determine the order of fields.
- Choose the BigChange field corresponding to each column.
- Add or delete columns using the plus/minus icons.
- Use the “Insert column” popup to design the blueprint as required.
After mapping all columns, select save.

blueprint 2.png

Example of a Completed Blueprint

A completed Job Import blueprint will show the mapped columns and the corresponding spreadsheet designed for import.

Using a Job Finance Blueprint to Export Data

Once a blueprint is created, proceed to export data by navigating to the CRM in the top menu.
- Financial Documents [side menu].
Under the Documents tab, use filters to select documents for export.

blueprint 3.png

Select the Export Icon and choose either “Job – Financial Document” or “Job – Financial Document (lines)” from the popup.

blueprint 4.png

Select the export blueprint format from the dropdown lists.

blueprint 5.png

An email with a link to download the data will be sent.

Duplication a blueprint

Blueprints are easy to duplicate, making them ideal for creating a copy to modify instead of starting from scratch. Just click on "Duplicate" and then "Edit" to make any changes.

blueprint dup.png

Locking a blueprint

For enhanced security, blueprints can be locked. Once locked, only the user who locked the blueprint can unlock it.

blueprint lock.png

Unlocking a blueprint

Once locked, only the user who locked the blueprint can unlock it.

blueprint unlock.png

Deleting a blueprint

To delete a blueprint, select the blueprint and click on "Delete." A pop-up will appear to confirm that you want to proceed with the deletion.

blueprint delete.png

Conclusion

Blueprints in BigChange offer versatile and secure options for managing data imports and exports. By leveraging these features, users can efficiently customise data formats and streamline job finance exports. For further assistance, explore the Help Centre or contact support.