Managing Project Types

Project types are classifications that group similar projects together. Each firm defines the project types that are most appropriate for its purposes. For example, your firm might create project types for audits, tax returns, or monthly bookkeeping.

Most projects and templates of the same type share some common properties. You can specify those shared properties when you set up the project type. The properties you select for the type are inherited by the projects and templates of that type. Staff members will not have to set these properties manually in individual projects.

You can manage your project types in the Types list. The Types list displays a list of all of the existing types, along with options to manage the types.

Do one of the following to open the Types list:

• In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
• In Workstream. On the Manage ribbon, click Types.

You can perform the following tasks on the Types list:

• Add a new type
• Edit an existing type
• Copy an existing type to create a new type
• Delete a project type

Note: If needed, you can export the list of types by right-clicking the Types grid and selecting Export on the menu.

Explain the buttons available on the Types list.

Button	Description
New	Click to create a new project type. This option is also available on the right-click menu. See Adding a Project Type for more information.
Open	Select a type in the list and click Open to edit the type. This option is also available on the right-click menu. See Editing a Type for more information.
Copy	Select a type in the list and click Copy to create a new type based on the selected type. This option is also available on the right-click menu. See Copying a Type for more information.
Delete	Select a type in the list and click Delete to delete the type. This option is also available on the right-click menu. See Editing a Type for more information.
Print	Click to print the list of types. This option is also available on the right-click menu.
Refresh	Click to refresh the list of types
Search	Click to search the list of types.