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).