Edition: All
User-level: Assistant Administrator, System Administrator
What are project types?
Assign a project type to allow the ability to report on the revenue streams for each project type or portfolio. The type is assigned to each project, and if you need to breakdown the type of revenue further (i.e. by project stage) then you would use disciplines or cost centres for extra revenue split on reports.
Use the project type in reporting functions to group and add totals for items like costs, fees, invoice revenue and expenses. A project type is commonly created for business portfolios such as: residential, commercial, retail, education, hospitality, entertainment, defense, transport, government, justice, health, aged care, sport and recreation, industrial, and urban development.
Create a new project type
From Organisation Settings, go to Projects > Project Types.
Click the 'Add' button in the top right corner.
Type a code to describe for the project type. e.g. RETL or EDUC.
Type a name for the project type. e.g. Retail or Education.
Save and close.
Delete a project type
Delete a project type if it has not been used on any project records. If the project type has already been used, then please make the type inactive to remove it from the drop-down lists to stop future use.
From Organisation Settings, go to Projects > Project Types.
Click the more-options menu on the line you wish to delete > click delete.
Tips:
If the 'default' project type is deleted, then the top item in the list will automatically become the new default type.
If the project type has been used then it cannot be deleted. Change it to be inactive to stop it from being used in the future.
Mark a project type as inactive
Make a type inactive to stop it appearing in the drop-down list for future use on projects. Mark a project type as inactive by:
From Organisation Settings, go to Projects > Project Types.
Click the Edit pencil on the line you want to make inactive.
Remove the check from 'active', then click the tick to accept the change.
Tips:
If the 'default' type is made inactive, then the top active type in the list will become the new default.
Use the list filter 'all' to find both active and inactive project types.
A strike-out style is applied to rows that are inactive.
Edit a project type
Change the name of a project type, to update what is shown in the drop-down list. If this project type has already been used, then changing the name will also update all the project that this value is already linked to. Edit the name of the project type by:
From Organisation Settings, go to Projects > Project Types.
Click the Edit pencil on the line you want to edit.
Type to update the code or name for the project type.
(Optional) Check the box to mark the project type as the default option for new projects.
Click the tick to accept the changes,
Tip: Change the name or code, and all historical data is updated to show the new project type details.
Search and filter the list
Search
When a large number of items exist to use the search or filter options to limit the number of rows shown in the list.
Search by clicking into the search field and typing a keyword (name, code) and press enter.
To return to seeing all items, delete the text in the search box and press enter.
Filter
Filter the list by selecting the filter icon and choose on of the options, then apply filter.
Active - the default list filter that shows the items that can be used (seen in drop-down lists).
Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
All - see both active and inactive items in the list.
Tips:
Click the x on the active filters to remove them, or click clear filters and apply to show all.
Clicking clear filter will not clear the text field, this still needs to be done manually.
Sample project types
Sample project types are automatically created with each new organization. Edit, Delete or make 'Inactive' any of these sample project types that are not required. The same project types are added for all industry types.
Tip: Project types are added when a new organisation is created. Use this default list as inspiration for what reporting you require for projects, and add extra items or delete items as required.
Columns available
Columns in project types list
Code: The shortcode description for the project type. Used for display on reports.
Name: The long description for the project type that will be shown in drop-down lists and reports.
Default: Check this box for the type that will be automatically selected when adding a new project. There can only be one default project type.
Active: Active project types can be seen in the drop-down lists. Mark a project type as to stop future use. No existing records are altered by marking a project type as inactive.