11.2.10. Project Types

11.2.10. Project Types
	11.2. Master Information

11.2.10. Project Types

11.2.10.1. Project Type

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.


11.2.9. Opportunity Types		Chapter 7. Sales Module