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Project type

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Location: Configuration Classification Project type

 

Prerequisites:

None

Optional:

Control matrix

Attribute

Responsibility route

Request type (SE Request)

Team

Task type

Identification mask

View profile

Incident type (SE Incident)

Status report template

Form (SE Form)

 

Overview:

Use this menu to create all the types that may classify the projects added to the system. For a better organization, project types will be displayed hierarchically.

 

Specific buttons:

Click on this button to add a new project type. For further information on this operation, see the Configuring a project type section.

Click on this button to edit the project type selected in the list of records.

Click on this button to delete the project type selected in the list of records.

Click on the arrow located next to this button to configure a new report or associate an existing report or to view the parameters that may be used in the configuration of new reports.

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.