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Add a project type

Audience: settings
Some tooltip text!
• 2 minutes to read
 • 2 minutes to read

For this list, the Edit list item dialog looks different from when you add items to predefined and user-defined lists.

To complete the fields in the Edit list item dialog when the list items are project types:

  1. Enter the name of the item in the Name field.

    Note
    Note

    This is a mandatory field and must therefore be filled in.

  2. In the Estimated time for this project process, enter a duration for the project (number of weeks, days or months). When you create a new project of this project type, the end date is set relative to the time you enter here (today's date + estimated time).

  3. In the Statuses used for this project type list, check off the statuses you want to include for the project type. This step is optional, but to link the project type to a project guide, you should check at least two statuses.

    How to create a project status.

  4. Check This project type is linked to a guide if you want all projects of this project type to follow a project guide.

  5. Optionally, select Suggest moving the project to next status automatically. When all follow-ups and documents for a status are completed, you will be asked if you want to go to the next status.

  6. Enter a description of the project type.

  7. Click Save. The project type is added as a separate item in the Items list. Repeat this procedure to add more project types.

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