Difference between revisions of "Project Types"

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|[[Main Page|Home]] > [[Administration]] > [[Project Manager Administration]] > Project Types
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== Introduction ==
 
Different types of projects exist and may have differing characteristics, underlying processes and requirements.  In order to cater for this, it is possible when creating a new '''Project''' to assign it a specific type of project.
 
Different types of projects exist and may have differing characteristics, underlying processes and requirements.  In order to cater for this, it is possible when creating a new '''Project''' to assign it a specific type of project.
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== Related Articles ==
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:* [[Project Manager]]
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==Create and Manage Project Types==
  
 
You can create one or more '''Project Types''' and attribute them the following attributes by selecting the '''+''' icon
 
You can create one or more '''Project Types''' and attribute them the following attributes by selecting the '''+''' icon
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When Project Manager is installed a '''default''' project type of '''Standard Project Type''' is automatically created and available, but does not have a business process associated to it. Additional '''Project Type''' attributes will be added in due course
 
When Project Manager is installed a '''default''' project type of '''Standard Project Type''' is automatically created and available, but does not have a business process associated to it. Additional '''Project Type''' attributes will be added in due course
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==Managing Project Types==
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* '''Edit''' - Use the pencil icon to edit the project types name, description, business process or status
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* '''Delete''' - Permanently delete the project type by choosing the '''trash can''' icon next to the project type you wish to delete
  
 
[[Category:Project Manager]]
 
[[Category:Project Manager]]

Latest revision as of 17:24, 2 February 2018

Home > Administration > Project Manager Administration > Project Types Index

Introduction

Different types of projects exist and may have differing characteristics, underlying processes and requirements. In order to cater for this, it is possible when creating a new Project to assign it a specific type of project.

Related Articles

Create and Manage Project Types

You can create one or more Project Types and attribute them the following attributes by selecting the + icon

  • Name
The name for the type of project
  • Description
An explanation describing the type of project
  • Business Process
It is not mandatory to have a Business Process associated to a project type, but if one if required, select it from the available drop down list.
If no business process is selected, no Head's Up Display will be shown on the Project Overview tab on the Project
  • Status
Each type can be in Draft, Active or Retired status. Only those types in an Active status will be available to choose when creating a new Project


When Project Manager is installed a default project type of Standard Project Type is automatically created and available, but does not have a business process associated to it. Additional Project Type attributes will be added in due course

Managing Project Types

  • Edit - Use the pencil icon to edit the project types name, description, business process or status
  • Delete - Permanently delete the project type by choosing the trash can icon next to the project type you wish to delete