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:

1. Click the Application Configuration tab.
2. Click the Project Type link. You will see a list of all the existing project types.
3. Click the Create New Project Type button. The Pulldown Values for Project Type page is displayed.
4. In installations that have multiple initiatives configured within the same system, select the appropriate initiative from the Initiative pull-down menu.
5. 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.
6. Based on the initiative, the Roadmap family pull-down will be populated. Choose the appropriate roadmap family for your new project type.
7. Select the roadmaps that are to be associated with this project type. Hold down the Control key and click to select multiple values.
8. Click Create to save the new project type.

Editing a Project Type

To edit a project type:

1. Click the Application Configuration tab.
2. Click the Project Type link. You will see a list of all the existing project types.
3. Click the name of the project type to be edited.
4. Make the required changes and click Update to save your changes.

See Also

Configuring Roadmaps

Creating Activity Sub Types

Working with Activity Templates

Working with Roadmaps

Working with Non-WBS roadmaps

Working with Dependency Types