Project Types are used to categorize projects for reporting purposes. After installed and configured, you can find the Project Types dropdown field on the Project Add-Edit page (when adding or editing a project).
Project Type Add-On
Navigate to the Add-On page to ensure that this feature is installed - this must be done by a System Administrator.
See here for directions to Install Add-Ons
Create your own Project Types
Name is the only required field.
Custom Code may be entered if you intend to map data from Project Insight to other systems.
Order sets the order in which the project types display for selection in drop-downs and lists. If no value is placed in this field, it defaults to 0 and performs an alphanumeric ordering by project type name.
Active displays if the type has been set to active.
Edit and Delete icons on each existing line are used to edit or delete the data in the line. In use project types can be edited, which will update the project types in all respective entries.
Save and Cancel icons will always display on one line. The line on which these icons are displayed is either a new project type entry or an existing project type which is currently being edited.
Please sign in to leave a comment.