Blueprint settings

The Blueprint module provides configuration tools for structuring data entry and standardizing user workflows in Grantmaking.

From Control panel, select Settings, then use Blueprint to manage Custom fields, Fields library, and Forms library.

Use Custom fields to define data points your organization needs to capture. Use Fields library to manage labels, help text, and field visibility rules. Use Forms library to design form layouts and assign forms by role, group, or process.

Note: Blueprint is an optional module and is available only to users with Client Administrator or Grants Manager roles. To add this module, contact Customer Support.