Blueprint uses groups from XPM and does not rely on relationships alone to create the structure
How Blueprint uses XPM groups
With Blueprint, you can search and select a single entity or a client group from XPM and it will create a structure with all entities in that group; providing these are correctly set up in XPM. It then uses their relationships in XPM to determine how they are related. Blueprint also uses these relationship values to add labels to the connections.
Client groups, how to set them
Client Groups in Xero Practice Manager make everything much faster in ChangeGPS.
Note: Clients can belong to more than one group in XPM and you can add as many clients to a group as you want.
Click here to learn more about managing groups in XPM
Entity Types
Business Structures are the legal forms that your client organisations can take. Practice Manager offers standard structures, or you can create a new structure to suit your client's needs.
You can add the following structure entity types to entities in XPM:
- Company
- Individual
- Trustee
- Partnership
- SMFS/Superannuation Fund
- Trust
Why the NAME of your Business Structures are important
In Blueprint, for example, we use the Business Structure type to determine which shape is used in your diagram. However, we have conditions that need to be met - and it is all based on the NAME of your business structure.
For example, if you have a business structure called "Trustee" with a business type of "Company" - your Blueprints will be incomplete, but change the name of your business structure to "Trustee Company" - and all will align!
Click here for the Xero guide on how to manage your business structure types
Add or edit entities manually
Clients can belong to more than one group and you can add as many clients to a group as you want. If you want to add other entities from XPM that are not in the group, use the Add button found beside the search results to automatically add it to the new structure.
Use the Load button to add the entire group
Then right click on the entity to quickly add the relationship manually.
Right click on the entity to Edit or Remove it from the diagram