How to Create Project Types

Overview

Project Types allow you to categorize and organize your projects based on their purpose, scope, or workflow requirements. Examples might include "Internal Projects," "Client Work," "Maintenance," or "Cloud Migration." Defining these types helps you filter views and apply specific reporting structures to your project portfolio.

Step-by-Step Guide

1. Navigate to Project Type Settings

Access the project configuration section from the settings menu.

• From the main menu, go to Settings (1).

• Under the Project section (2), click on Project Types (3).

• Click the Add Project Type button (4) in the top right corner.

2. Define the Project Type

In the pop-up window, simply enter the name for your new category.

• Name: Enter a clear, descriptive name for the project type (e.g., Cloud Migration Project).

• Click Save to add the new type to your system.