Overview
Projects are classified into a Project Category and a Project Type. These are maintained from the Administrative menu under Lookups.
Managing Project Types
To manage Project types, navigate to Admin > Lookups > Project Types. The Project Types List screen displays all available Project types.
Adding or Editing a Project Type
From the Project Type List page, either click the Add New Project Type button or click a row to Open and view/edit an existing Project type. The Edit Project Type page opens:
The following fields are displayed on the Edit Project Type page:
| Field | Description |
|---|---|
| Project Type Code | The internal reference code used to uniquely identify the Project type. |
Project Type Description | The text description for the Project type. This value must be unique. |
| Project Number Prefix | Allows selection of a Project numbering configuration consisting of a prefix. |
| Program Area | Allows selection of a Program Area for a project type. |
Saving Changes
To save changes, click the Save button. A message box opens, prompting the user to confirm the save. To cancel saving or to return to the list after saving, click the Cancel button.
Inactivating or Activating a Project Type
The Status field displays in the right side panel. The Inactive | Active toggle control activates or inactivates the Project Category. When updated, the record status is immediately changed (Save is not required).