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To access the master data on A project type is a classification used to group and organize projects based on their nature, purpose, or characteristics.

To view or manage project types, select go to Project Costing  >  Master Data  >  Project Types.

If you need to structure the project data in reports by project type, you can create project types.

By default, there are no project types in the system.

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Figure 1: The Project Types listImage Added

Note: The system doesn't include predefined project types —users must add them as needed.

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To add a project type, click click Create on the toolbar. This opens the Project Type (create) dialog box.

Image ModifiedFigure 2: the "Project Type (create)" dialog box

In the dialog box, do the following:

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  • Add a short, clear

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  • name for the project type in

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  • the Description

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  • field.

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  • Use the Comments box to include any extra info or notes if needed.

  • Fill in the Project Prefix field for consistent project coding.

  • Click Save and Close when done.