Add and Manage Project Types

A Project Type is a user pick list value. It is a primary classification method used to identify the functional nature of a project.

To add a new project type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. On the top of the Administration page, click Types.
   The Project Types page is displayed.

3. Click Edit.

4. Click Add New.
   A new row is displayed below.

5. Type the name for the new project type.

6. Click Save.

 

To edit a project type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. On the top of the Administration page, click Types.
   The Project Types page is displayed.

3. Click Edit.

4. Double-click in the required Name field to edit it.
5. Click Save.

 

To delete a project type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. On the top of the Administration page, click Types.
   The Project Types page is displayed.

3. Click the Delete icon in front of the required type to delete it.

4. Click Yes to confirm deleting the type.

5. The type is deleted successfully.

Note: When deleting a Project Type, an error message may be displayed denoting that the selected Project Type cannot be deleted because it is linked to other projects or project templates.