Project Types

Owned by Dave Donnally
Last updated: May 01, 2024 by John Kostakos
2 min read

Overview

Projects are classified into a Project Category and a Project Type. These are maintained on the Lookups page on the Administration menu. 

Managing Project Types

To manage project types, navigate to Admin > Lookups > Project Types. The Project Types list page displays all available project types.

Adding or Editing a Project Type

On the Project Type list page, either click the Add New Project Type button or click a row to view and/or 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-hand panel. The Inactive | Active toggle control activates or inactivates the project type. When updated, the record status is immediately changed (i.e., clicking Save is not required).