Mar 23, 2021
Project types allow you to group together projects with similar characteristics. Examples of project types include: Event, Membership, Store Merchandising, and so on. You can create Project Types initially, or you can create types dynamically when you are creating projects.
- Click Setup in the Navigation Panel.
- Click Project Project Types in the Projects section. A list of the Project Types currently configured in your system will be displayed.
- Click the Add button.
- Enter a Name for the new project type.
- (Optional) If you would like to associate specific custom fields to this Project Type, click the orange plus icon. See Custom Fields for further details on creating these fields. The custom fields will display on a project's Data tab.
- Click Done.