The Goal: Create Project Result Types so you can identify the expected outcomes for your projects (for example: Completed, Cancelled, or Acquired).
Before You Begin:
- You need staff access with permission to manage project settings.
- Have your list of expected project outcomes ready (for example: Completed, Cancelled, Acquired) so you can name each result type as you add it.
Microlearning Overview
Step-by-Step Instructions
Project Result Types allow you to identify expected outcomes for your projects. Examples of result types include: Completed, Cancelled, Acquired, and so on.
- Go to Home, My workspace section, click Project Settings.
- Click Project Result Types. A list of the Project Result Types currently configured in your system will be displayed.
Click the Add button.
- Configure the following settings:
- Name – This is the name that will appear for selection when working on tasks and projects. This will also be used for filtering and reporting.
- Description – Provide a description of the result type.
- Cas Color – N/A.
- Click Done.
Common Pitfalls
- Vague result names: Because the Name appears in selection lists, filtering, and reporting, use clear, distinct outcome names (e.g., “Completed” vs. “Cancelled”) rather than ambiguous labels that are hard to report on later.