Project Types

Project Types are used to categorize projects for reporting purposes. The project add/edit form will include these project types from a drop-down selection to associate with the project. Reports can be created using these fields to filter results to specific project types in your custom reports.

Name is the only required field.

Custom Code may be entered if you intend to map data from Project Insight to other systems.

Order sets the order in which the project types display for selection in drop-downs and lists. If no value is placed in this field, it defaults to 0 and performs an alphanumeric ordering by project type name.

Active displays if the type has been set to active.

Edit and Delete icons on each existing line are used to edit or delete the data in the line. In use project types can be edited, which will update the project types in all respective entries.

Save and Cancel icons will always display on one line. The line on which these icons are displayed is either a new project type entry or an existing project type which is currently being edited.

Online 10/18/2016