Auto provision SCC using optional templates

Jeff_Berman

I am using optional templates in a blueprint and have them grouped. My question is, can I automate the project creations using options templates and based on a value on the intake sheet, certain templates are selected to be used?

IE. If the column is named "Project Type" on the intake sheet. can that dictate which of the templates is selected per template group?

Make sense?

Thanks,

Jeff

Julie Fortney

Hi @Jeff_Berman - that makes sense, and I wish it was an option! In order to auto-select templates based on project type, you'd need to have multiple blueprints. If you have more blueprints available in your program (or unlimited blueprints through Advance), you could quickly create copies of your blueprint and select the required templates for each.

www.linkedin.com/in/julie-fortney-pmp-lssblackbelt

Jeff_Berman

@Julie Fortney Thanks! Only working with 1 multi-tier blueprint for now. Thanks for your feedback.