Add Project Types
Project Types sort your projects by the kind of work, like Interior Renovation or Custom Home. Every project needs a Project Type, so set up your list in Company Settings first.
Here are the steps to follow:
Open Company Settings
Click Settings at the bottom of the left sidebar. If the left sidebar is collapsed, click the gear icon.
Find the Project Type section
Scroll down to the Project Type section. It sits below Unit Type.
Add a project type
Click Add Project Type at the bottom of the list, then enter the name. As an example, Kitchen Renovation.
Pick it on your project
Go to the project's Overview tab and choose it in the Project Type dropdown.
Managing your project types
Change the order: use the up and down arrows next to a project type. The order here is the order in the Project Type dropdown.
Stop using one: check the Archived box next to it. To see archived project types, turn on Show Archived at the top of the section.
For the rest of the project setup, see Create a Project.
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