Need Help or Support?

or just a place to hide from Facebook for a moment?

Welcome!

TL;DR?  Just e-mail us for help.

But, for those of you who love FAQs, feel free to scroll down and enjoy!

Basics

Can I permanently delete my data from Blueprint?

No.  Your data is “soft deleted” if you delete it.  This allows us to restore it if you make a mistake.  However, if you would like your data permanently deleted, you can e-mail us at help@purmea.com to make the request.

Can I export my data into Excel files?

At this point, there is no export function largely due to the complexity of the data and underlying relationships.  We may provide some rudimentary export functionality in the future, but there are no current plans.

Can I import data from Excel?

Currently, there is no import function to load data.  We’ve tried to make data entry as simple as possible in an effort to lower the burden of using the software as well as to help you not maintain multiple “authoritative” sources of the truth.

Can I move blueprints between accounts?

Generally, this is something we won’t do just given the complexities of ensuring ownership of both accounts and the concerns over privacy of the material.  However, in some situations, we understand it will be necessary so please e-mail us at help@purmea.com to discuss the transfer.

Can I make a "template" from one of my blueprints?

You can copy blueprints so that you aren’t re-entering all your data; however, there is no functionality allowing you to “promote” one of your blueprints to a template for all users.

If you believe you have created a template that would be a great starting place for others in similar roles, we would love to hear about it.  E-mail us at help@purmea.com and then we will walk through inviting one of our team as a collaborator to review it and ultimately craft a template from it.

We love this form of community support.

Licensing

Will my blueprints be deleted if I stop paying for my Editor license?

In short, no.  Once your editor license expires, you account will be automatically converted to a Viewer license and you will still be allowed access to your data indefinitely.

Can I flip between Editor and Viewer licenses?

Yes.  You can pay for a month of an Editor license (the smallest amount of time sold) and then be automatically converted to a Viewer license.  If you want to edit blueprints again, you would need to resubscribe to the Editor license product.

Can I give/gift a license to someone else?

Yes.  You can do this by visiting our license page to select the license type for purchase.  At purchase, though, please indicate the recipient’s e-mail address at check-out so we provision the account correctly.

Once we create the account, the other individual will receive a branded welcome e-mail and he or she can get started.  Please allow up to 24 hours for this to occur.

If you want the other person to start working sooner, he or she can simply go to the Blueprint site and sign-up for the 14-day trial and then we can add the subscription to that account.  Again, his/her e-mail will have to match to ensure proper activation.

Collaboration

Am I limited by the number of collaborators?

There are no limits to the number of people you can invite as collaborators on your blueprints.

Can I change the role of a collaborator from Editor to Viewer or vice versa?

Yes.  You may change someone’s role by opening the blueprint, clicking on the collaborators page on the left-hand navigation panel and double-clicking the label that describes their role.  This will toggle between the two roles.  This change is immediate – even if the other person is actively working in or looking at the blueprint.

Who else can see my blueprints?

In short, only the people you invite as collaborators.  The Blueprint software doesn’t even allow Purmea employees or agents to see your material.

In some situations, if you are asking for our help or assistance with your blueprint, we may ask you to invite us as a collaborator so we can work through issues with you; but at the end of that interaction we would ask you to remove us as a collaborator.

Your data is your data, not ours!  You can read more in our terms of service.

Foundations

How should I think about or use "function"?

The general guidance on using the “function” label is to describe primary activities that your organization does.  If you start with how you would describe your main responsibilities to another individual in your domain you are off to a good start.

The more important aspect is to understand and apply the weightings to your primary responsibilities.  We’re sure everything you do is significant, but are they all at the same level of significance?

How should I think about or use "influence"?

An influence, simply speaking, is any force, internal or external, that can apply pressure or shape your decision making.  Basically, these are the things you pay attention to and which could have an impact on your day-to-day decision making.  For some, it might be external regulations like SOX for a public company, or Safe Harbor for those dealing with data privacy.  Other examples, could be blueprints from members in your chain of command, industry trends, market forces, etc.

Directions

What's the difference between an approach and a strategy?

Basically, nothing.  We just changed some labels to make them more accessible by people.  Some frameworks like the Business Motivation Model use terms like goals and strategies.  We use outcomes and approaches.  Again, our primary aim was to make this accessible and easy to understand.

How do I set the amount invested in an outcome?

You don’t.  This is a calculation.  Once you have created allocations of project costs to milestones and then linked milestones to outcomes, the calculation will happen automatically.  Just sit back and relax.

What is an allocation and how do I create one?

An allocation is the mechanism we use to follow the money.  In short, you designate some portion of project cost to completing a milestone.  The only rules are that allocations have to be more than $0 and less than the total project budget.  This is the key concept in allowing you to understand how much of your investments are going where they should.

As for creating an allocation, you can do it on the Directions page by editing a milestone and attaching a project and then specifying the amount.  Or you can do it in the Portfolio page by editing a project and attaching a milestone and then specifying the cost.

Once you are fluent with this concept and mechanism you will have mastered the most complex piece of the entire software package.  Bon voyage!

Portfolio

Is this project management software?

Not in the slightest.  There are some great tools out there depending on how you want to run projects.  We have no intention of competing in that arena.

What are allocations and how do I make one?

An allocation is the mechanism we use to follow the money.  In short, you designate some portion of project cost to completing a milestone.  The only rules are that allocations have to be more than $0 and less than the total project budget.  This is the key concept in allowing you to understand how much of your investments are going where they should.

As for creating an allocation, you can do it on the Directions page by editing a milestone and attaching a project and then specifying the amount.  Or you can do it in the Portfolio page by editing a project and attaching a milestone and then specifying the cost.

Once you are fluent with this concept and mechanism you will have mastered the most complex piece of the entire software package.  Bon voyage!

What do we mean by "risk"?

We wanted to provide organizations ways to specify risk without explicitly stating what type of risk it is.  Some may use it for risk of impacting strategy, others may use it for risk of completion, or risk of going over budget.  We don’t dictate how you should use it.