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Blueprints

Last Updated:  

Overview: Blueprints enable the user to begin to configure a potential client's environment while registering an Opportunity, or create templates that can be used to expedite the blueprinting process during future opportunity registration. While creating a Blueprint, a live quotation of all line items within the deployment can be seen as cost for the reseller, and if registering an opportunity, the client's cost marked up in accordance with the applied Profit Policy as well.

Process: 

To begin Blueprinting a deployment for a potential client (either from scratch, or using another Blueprint as a template) see registering an Opportunity.

To create a generalized Blueprint to use as a template for future opportunities, navigate to the 'Blueprints' dashboard and click the 'New Blueprint' tile.

























At this point, the Blueprinting dialogue will appear.

A number of controls are present, enabling the user to specify a name for this Blueprint for easy reference, as well as the following:

  • Specify a Deployment Type (see: mspCloud vs. Private Domain)
  • Enable Azure Multi-Factor Authentication (see: Azure MFA For Citrix Services)
  • Enable and manage Licensing Groups (see: Licensing Groups)
  • Toggle Markup, if the Blueprint is attached to an opportunity (calculated in accordance with the Profit Policy attributed to that opportunity)
  • Create a quick quote (a PDF deliverable, which shows the unit costs and pricing of the Blueprint. The costs on a quick quote reflect the costs currently shown in the Blueprint dialogue, and as such are affected by the markup toggle)
  • Create Virtual Machines and plan out a configuration (see: Adding a Virtual Machine)

Applies to: CloudConnect Partners

Additional notes: The ability to toggle markup is disabled when viewing a Blueprint made from the 'New Blueprint' tile on the Blueprints dashboard: because these Blueprints are not tied to any specific opportunity, there is no Profit Policy with which markup can be applied.

Blueprints cannot be renamed if created during opportunity registration.