Project Types
Overview
Projects are classified into a project category and a project type. Project types are a sub-classification of project categories.
Searching Project Types
To view all available project types, navigate to Admin > Lookups > Project Types.
Adding or Editing a Project Type
On the Project Types page, click the Add New Project Type button to add a new project type or click on an existing project type to edit it.
The following fields appear on the New Project Type and Edit Project Type pages.
Field | Description | Notes |
|---|---|---|
Project Type Code | A unique identifier for the project type. |
|
Project Type Description | A unique description of the project type. |
|
Project Numbering Scheme | The numbering scheme applied to new projects of this type. |
|
Program Area | The program area to which projects of this type apply. |
|
Default Workflows | Default workflows to automatically add to projects of this type. | Tasks within the selected default workflow templates are automatically added to new projects for the specified program area. |
Saving Changes
To save changes, click the Save button. A message will display confirming the save. To cancel saving or return to the list after saving, click the Cancel button.
Activating or Deactivating a Project Type
The current status of the project type is shown in the right side panel. Use the Inactive | Active toggle to activate or deactivate the project type.
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