Project type
This task is done in Settings and maintenance and you must be an administrator.
The Type field in the Project card categorizes projects and defines their workflows. These types are predefined in the Project - Type, Status list, which you can manage in Settings and maintenance under Lists.
Each project must have a type, and these types can be linked to specific statuses and, optionally, to project guides. Project guides streamline execution by guiding users through predefined phases, follow-ups, and documents.
Add a project type
Select Lists in the Navigator.
Select Project - Type, Status from the dropdown menu. The Items tab displays all existing project types.
Click Add to open the Edit list item dialog.
Enter a name for the project type in the Name field. (Mandatory)
This name will appear in the Type field on the Project card.
Specify the typical project duration in the Estimated time for this project process field (number of weeks, days or months).
This determines the default end date when creating a project.
Select the required statuses in the Statuses used for this project type list.
Note
To link the project type to a project guide, select at least two statuses.
(Optional) Check This project type is linked to a guide if you want projects of this type to follow a project guide.
(Optional) Check Suggest moving the project to next status automatically to prompt users to move to the next status when all activities in the current status are completed.
Add a description of the type in the Description field, if needed.
Click Save to apply your changes or Cancel to discard them.
The project type is added to the Items list. Repeat these steps to add more project types.
Edit or delete a project type
Follow steps 1–2 above to access the Project - Type, Status list.
To edit:
- Double-click the required project type to open the Edit list item dialog.
- Make the necessary changes and click Save.
To delete:
- Select the project type in the list and click Delete.
Caution
Deleting a project type also removes its link to statuses and project guides. Ensure it is not in active use before proceeding.
Restore a deleted project type
If a project type has been deleted, you can restore it from the Project - Type, Status list. However, restoring does not automatically reestablish any links between the restored item and related project statuses or guides. You must recreate these connections manually if needed.
Go to the Project - Type, Status list.
Check Show deleted items and headings in the footer. Deleted items appear strike-through in the Items tab.
Double-click the deleted item you want to restore. The Edit list item dialog opens.
Click Restore.
Update any necessary fields and click Save. The item is now active and will appear in the Items tab.