Description
I would like to have the ability to create blueprints of objects within my Workfront instance that can be easily shared with other sister agencies. For example, instead of exporting project templates as Excel files and emailing them for manual recreation, I would like to share 2-4 project templates as blueprints that can be directly imported into another Workfront instance.
Why is this feature important?
This feature is crucial because it significantly reduces time and effort, increasing efficiency and productivity. It eliminates repetitive manual processes and ensures consistency across instances, fostering better collaboration between teams and agencies.
How should the feature work?
Workfront could introduce a dedicated "Share" section within Blueprints that allows users to:
- Select project templates, including associated custom forms, assignments, predecessors, and constraints, to compile into a blueprint.
- Export the blueprint as a file that can be shared externally.
- Import the blueprint into another Workfront instance, where the recipient can:
- Open the blueprint in their Blueprints section.
- Adjust assignments, custom form fields, and other configurations as needed.
- Save the blueprint as a project template within their instance.
This streamlined workflow would empower teams to collaborate more effectively while preserving template integrity.
Current Behavior
Currently, I need to manually export project templates as Excel files, email them to the recipient, and have them:
- Copy and paste task names into their instance.
- Manually recreate assignments, predecessors, constraints, and custom forms from scratch.
This process is time-consuming, error-prone, and inefficient.
