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Configuring a project type

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To configure a project type, in the main screen toolbar, click on the button.

 

Fill out the ID # and the name of the project type on the data screen that will be displayed.

 

 

Save the record. Then, configure the fields in the following tabs:

 

General
Attribute
Approval
Closure
Timesheet
Access
Schedule
Optional
Status report
Form
Revision

 

The settings made in the type will be applied to the project at the time of its creation. When a task is included in the project, the project type settings will also be applied to it, respecting the settings made in the task type. When project tasks have no type, the project type settings will be applied to them. If changes are subsequently made to the project type, these settings are not applied to existing projects and tasks, but only to new records created after the change.

 

After filling all the required fields, save the record.