Projects overview

A project is BluPrint's delivery workspace for a defined body of work. It brings together planning, execution, knowledge, communication, meetings, and customer context.

Where a project lives

• A Company is the tenant and top-level security boundary.
• A Workspace groups related projects.
• A Project belongs to a company/workspace and has its own authorised members, lead, schedule, documents, and activity.

The selected company/workspace in the V2 sidebar controls where new projects are created and which projects appear.

Project surfaces

Depending on your role and project configuration, a project includes:

• Overview/Snapshot — current health, key signals, and recommended attention.
• Tasks/Board — tasks, statuses, priorities, assignees, subtasks, and dependencies.
• Gantt/Timeline — schedule, dependencies, milestones, and critical-path context.
• Documents — project folders, files, versions, metadata, and knowledge retrieval.
• Comms — project conversation and activity.
• Meetings — meeting records, preparation/waiting flows, notes, and related actions.
• Activity/Audit — authorised operational history.
• Settings/Automations — project configuration available to eligible roles.

Customer links

An account or deal can link to a delivery project. Authorised CRM and project users can use that seam to understand how delivery health affects the relationship. The link never grants access to a project or sealed account by itself.

Members and access

Company membership is required, then project membership/role and object permissions narrow what each person can see or change. Owners/admins/managers may have company-wide authority according to the permission; members and viewers remain project/object scoped.

Work with the Associate

On a project route, the Associate can attach the active project as context. It can explain authorised project state, retrieve relevant project/company knowledge, and propose supported staged actions. Remove the project chip when you want a broader company-level conversation.

Next

• Creating a project
• Inside a project
• Members & roles
• Customers & CRM
• The Associate