Working with Project Types
Project types are a way of classifying projects for reporting purposes. A project type may be associated with one or more roadmaps. For example, you may have a project type called Baseline associated with DMAIC and DMADV roadmaps, and another project type called Just Do It associated with the DMAIC-Short and DMADV roadmaps.
Adding a Project Type
To create a new project type:
- Click the Application Configuration tab.
- Click the Project Type link. You will see a list of all the existing project types.
- Click the Create New Project Type button. The Pulldown Values for Project Type page is displayed.
- In installations that have multiple initiatives configured within the same system, select the appropriate initiative from the Initiative pull-down menu.
- Enter a name for the roadmap. This name will be used within the system and will not be visible to any user other than the administrator.
- Based on the initiative, the Roadmap family pull-down will be populated. Choose the appropriate roadmap family for your new project type.
- Select the roadmaps that are to be associated with this project type. Hold down the Control key and click to select multiple values.
- Click Create to save the new project type.
Editing a Project Type
To edit a project type:
- Click the Application Configuration tab.
- Click the Project Type link. You will see a list of all the existing project types.
- Click the name of the project type to be edited.
- Make the required changes and click Update to save your changes.
Configuring Roadmaps
Creating Activity Sub Types
Working with Activity Templates
Working with Roadmaps
Working with Non-WBS roadmaps
Working with Dependency Types
Working with Resource Assignment Types
Configuring Status Indicator