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11.2.10. Project Types

To view a list of project types, go to CRM > Setup > Master Info > Project Type. The following screen will be displayed:

Project Types list
11.2.10.1. Project Type

Project types are used to group similar projects into recognizable categories. To add a new project type, click the NEW button on the Project Types List screen. The following will be displayed:

New Project Type

When creating a new project type, you are presented with the following options:

Code

Enter a code to identify the project type.

Description

Enter a description for the project type.

Active

Select to indicate that the project is currently active.

Note

If Active is not selected, the project type will not be available for selection under a new or existing project.