Adding, Editing, and Deleting Project Types

To add Project Type:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Project Management section, click on Project Types.
  3. In the new pop-up, click the Add button.
  4. Type name of the project category in the Name box.
  5. In the Description box, type the description and click Save. The new project type is added for projects.

To edit Project Type:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Project Management section, click on Project Types.
  3. Click on the pencil -shaped icon besides the type name to edit it. 
  4. In the new pop-up, make the necessary changes and click on Save. The project type is edited.
     

To delete Project Categories:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Project Management section, click on Project Types.
  3. Click on the delete icon besides the type name you wish to delete.
  4. 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.