Creating and Managing Project Types

Projects and Project Requests use the Type attribute to group projects and requests into categories of similar work. Types define many of the attributes and default values that will apply to a project or request. This article describes how to create and edit Project/Request Types.

Project and Request Types are available in the Project application admin interface. There are different access paths for Global Admins versus Project application admins.

Project Application Admins

• In Work Management > click View Applications > select the Project application > click the gear icon in the top-right corner > select Admin from the menu > select Types in the left navigation

Global Admins

• In TDAdmin > go to Applications > select the Project application > select Types in the left navigation

Creating and Managing Types

Creating a New Project Type

1. Open the Project application admin interface, and select Types in the left nav.
2. At the top of the page, click + New.
3. Choose a Project Type Category.
4. Enter a Name for the Project Type.
5. Optionally, add a Description for the Project Type.
6. Optionally, enter an Evaluator for projects created using this type.
7. Check the Active box to allow new projects of this type to be created.
8. Optionally, check the Notify evaluator of new projects or requests? box. If checked, the Evaluator listed for the Project Type will get a notification when new projects are created or project requests are submitted using this Project Type.
9. At the top of the page, click Save.

Editing an Existing Project Type

1. Open the Project application admin interface, and select Types in the left nav.
2. Click on the name of the Project Type you would like to edit.
3. Make any necessary changes.
4. At the top of the page, click Save.

Deleting a Project Type

1. Open the Project application admin interface, and select Types in the left nav.
2. To the right of the Project Type you would like to delete, click Delete.
3. At the confirmation window that appears, click OK.

Project Type Setting Tabs

When modifying an existing Project Type, multiple tabs appear with settings on each. This section provides an overview of each tab and the settings in it.

General

This section has the general settings for the Type.

• Category - Types are grouped together in Type Categories.
• Name
• Description
• Evaluator - The selected person will be the Evaluator for any Project Request that uses this type. 
• Active 
• Notify evaluator of new projects or requests? - When selected, the Evaluator will be notified of all new projects or requests.

Project Time Types & Request Time Types

The Project Time Types and Request Time Types tabs allow you to choose Time Types to automatically add to the project or request. Request Time Types are added to all new Project Requests. Project Time Types are added to new projects and to project requests when they are converted to projects.

Expense Accounts

The Expense Accounts tab lets you add expense accounts to the project type, which are automatically added to the project when it is created. Project Managers can add expense accounts manually to individual projects as well.

Groups

The Groups tab allows you to specify which groups can or cannot select that type when the members of that group do not have the "Can see all types" permission.

Attributes

The Attributes section allows you to configure which custom attributes are associated with projects and requests using this type.

Settings

The Settings page lets you set the default values for the project's settings. For descriptions of the project settings, see the Project Settings Sections article.