Adding, Editing, and Deleting Project Types
To add Project Type:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Project Management section, click on Project Types.
- In the new pop-up, click the Add button.
- Type name of the project category in the Name box.
- In the Description box, type the description and click Save. The new project type is added for projects.
To edit Project Type:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Project Management section, click on Project Types.
- Click on the pencil -shaped icon besides the type name to edit it.
- In the new pop-up, make the necessary changes and click on Save. The project type is edited.
To delete Project Categories:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Project Management section, click on Project Types.
- Click on the delete icon besides the type name you wish to delete.
- Click on Yes to confirm the deletion. Now, you need to pick a new type to reassign all the projects to and then click on Delete. The project type is deleted.
Deleting a type will prompt the user to move all projects to a different type. However, custom fields attached only to that type will be deleted permanently.