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.

Creating and Managing Types

Project and Request Types are available in two places in TDAdmin, with the same functionality available in both locations. Navigate to either TDAdmin > Projects / Workspaces > Types or TDAdmin > Portfolio Planning > Types to view the list of Types.

Creating a New Project Type

  1. In TDAdmin, navigate to Projects/Workspaces > Types.
  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 to be created for this type.
  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. In TDAdmin, navigate to Projects/Workspaces > Types.
  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

Note: If there are any projects, requests, or opportunities assigned to this project type, you will not be able to delete it.
  1. In TDAdmin, navigate to Projects/Workspaces > Types.
  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 which uses this type. See [article] for more information about the Evaluator role in Project Requests.
  • Active 
  • Notify evaluator of new projects or requests? - When selected, the Evaluator will be notified for all new projects or requests.

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 are added 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 will then be 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 to projects and requests using this type.

Settings

The Settings page allows you to choose the default values for the project's settings. For descriptions of the project settings, see this article.

Details

Article ID: 4690
Created
Fri 4/3/15 5:18 PM
Modified
Fri 6/19/20 11:08 AM