Configuring Project Types

     

    Project Types classify projects based on the goals they are trying to meet.

     

    To open the configuration page,

    1. Click the Admin tab in the header pane.

    2. Click on Project Types icon proj-types-iconunder Project Management block. The Project Type List page displays the available types. From this page, you can add, edit and delete project types.

     

    Add Project Types

    1. Click the Add New Project Type link.

    2. Enter the Name of the project type. The name should be unique and is a mandatory field.

    3. To render a project type inactive click Inactive check box.

    4. Select the Color code to identify the project type by invoking the color palette. The selected color should be unique for every type configured.

    5. You can enter a short description about the type in the Description field.

    6. Click Save. The type is displayed in the list view page. If you want to add another type, click Save and Add New button.

    Edit Product Type

    1. Click the Edit icon editiconbeside the type Name you wish to edit.

    2. In the Edit Project Type form, you can edit the project type name and the description.

    3. Click Save. At any point, if you wish to cancel the operation that you are performing, click Cancel.

     

    Delete Product Type

    1. Click the Delete icon deleteiconbeside the type Name you wish to delete. A confirmation dialog is opened.

    2. Click Ok to proceed with the delete operation. The Project Type is deleted from the list. If you do not want to delete the project type, then click Cancel.

    3. If you would like to bulk delete Project Types, select the types to be deleted from the list by enabling the check box.

    4. Click Delete button. A dialog box confirming the delete operation appears.

    5. Click OK to proceed with the deletion.

    If the project type is used in a project, the project type is not deleted, instead it is grayed (made inactive) and will not be available for further usage.



     

     

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