Project Types

Project Types

Project types classify projects based on the goals they are trying to meet and are common for all customers.
Role Required: SDAdmin

Create Project Type 

  1. Go to Setup > Customization > Project Management > Project Type.
  2. Click New Project Type.
  3. Enter a name for the project type. This is a mandatory field.
  4. Choose a color to indicate the project type in the project list view.
  5. Describe the project type details and usage.
  6. Click Save.

Edit/Delete Project Type

On the list view, click beside a project type name.

Organize Project Types 

Set the display order for project types across the application.
  1. Click Organize on the toolbar.
  2. Select a project type and use the and icons to decide the sort order.
  3. Click Save.

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