Project Types

Administrators maintain project types in Setup > Project Types. A project type is a category for the work, separate from a project's status, local authority or stage template.

Add a project type

1. Open Project Types.
2. Click the Add Type plus button above the table.
3. Enter a Title that your team will understand.
4. Click Add Type.

Use the search box to check for an existing type before creating another. A short, consistent list is easier to apply correctly than several entries with slightly different wording.

Change a type

Click an existing title to edit it in place, then confirm the edit. Use the red bin control to remove an entry you no longer need. Review its use in your records and reports before deleting it.

Apply types to your work

Choose the appropriate project type when creating or maintaining a quote or project. The Project Type filters on reports use these entries. If a report is split across unexpected categories, check whether records have been assigned different types or whether duplicate types exist.

Creating a project type does not add stages. Use a Project Template when you want to copy a prepared set of stages into new work.

Types also do not determine the local authority. Maintain and select that value separately when you need to report by authority.