Project types

1. Go to: Settings > Project lists > Project types.
2. Click the 'Add' button in the top right corner.
3. Type a shortcode to describe for the project type. e.g. RETL or EDUC.
4. Type a name for the project type. e.g. Retail or Education.
5. Save and close.

Delete a project type if it has not been used on any project records. If the project type has already been used, then please make the type inactive to remove it from the drop-down lists to stop future use.

1. Go to: Settings > Project lists > Project types and use one of the following methods:
   • Single row - Click the row action button and select 'delete'.
   • Multi-row - Select the checkbox(es) on the row left for each item you want to delete. Then click the multiple rows action button and choose 'delete'.
2. The list refreshes and the item(s) have been removed.

Make a type inactive, to stop it appearing in the drop-down list for future use on projects. Mark a project type as inactive by:

1. Go to Settings > Project lists > Project types, and use one of the following methods:
   • Single row - Click the row action button and select 'edit'. Uncheck the 'active' box, and then save and close.
   • Multi-row - In the list check the box(es) on the left of the name column, and then click the multi rows action button. Choose 'Set as not active' option.
2. The list refreshes and only the active items remain in the list.

Change the name of a project type, to update what is shown in the drop-down list. If this project type has already been used, then changing the name will also update all the project that this value is already linked to. Edit the name of the project type by:

1. Go to Settings > Project lists > Project types.
2. Click on the row you want to update, or click the row action button and select 'edit'.
3. Type to update the code or name for the project type.
4. (Optional) Check the box to mark the project type as the default option for new projects.
5. Save and close.

Search

When a large number of items exist to use the search or filter options to limit the number of rows shown in the list.

Search by clicking the search button and typing the keyword into the search box. To return to seeing all items in the list click the clear button in the search bar.

Filter

Filter the list by selecting the search button. See the available filters by clicking the word 'active'. Select a filter from the drop-down list and click the search button to apply the filter. The filter options are:

• Active - the default list filter that shows the items that can be used (seen in drop-down lists).
• Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
• All - see both active and inactive items in the list.

Sample project types are automatically created with each new organization. Delete or make 'Inactive' any of these sample project types that are not required. The same project types are added for all industry types.

1. Code: The shortcode description for the project type. Used for display on reports.
2. Name: The long description for the project type that will be shown in drop-down lists and reports.
3. Default: Check this box for the type that will be automatically selected when adding a new project. There can only be one default project type.
4. Active: Active project types can be seen in the drop-down lists. Mark a project type as to stop future use. No existing records are altered by marking a project type as inactive.