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.

    • Related Articles

    • Project Status

      Project statuses indicate the progress of any projects and milestones you create in ServiceDesk Plus Cloud MSP. Role Required: SDAdmin Go to Setup > Customization > Project Management > Status. Click New Project Status. Provide a name for the project ...

    • Project Roles

      Project roles are unique roles assigned to the project members for efficient project management. Different roles have different levels of access or permission to the project. Role Required: SDAdmin Default Project Roles Roles Responsibilities Project ...

    • Project Template

      Configure project templates to allow users to apply a common template for repetitive projects, such as creating workspaces for new hires, uploading websites, or upgrading software applications. Project fields such as Site, Project Requester, Owner ...

    • Contract Types

      Categorize contracts into various types, such as lease, maintenance, support, warranty, and the like. Besides the default contract types, you can configure new ones. Role Required: SDAdmin Create Contract Types Go to Setup > Customization > Contract ...

    • Relationship types

      Relationship types define the nature of relationship between CIs or CI types. It shows how the CIs are interconnected and interdependent with other CIs. Each relationship type is direct when viewed from one side and inverse from the other side. Role ...