> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project type

> Learn how to create a new project type in SuperOffice CRM. Define names, set estimated durations, link statuses, and optionally associate project guides for streamlined project management.

This task is done in Settings and maintenance and you must be an administrator.

The **Type** field in the Project card categorizes projects and defines their workflows. These types are predefined in the **Project - Type, Status** list, which you can manage in **Settings and maintenance** under **Lists**.

Each project must have a type, and these types can be linked to specific [statuses][1] and, optionally, to [project guides][4]. Project guides streamline execution by guiding users through predefined phases, follow-ups, and documents.

## Add a project type

1. Select <i class="ph ph-list-bullets" aria-hidden="true" /> **Lists** in the Navigator.

2. Select **Project - Type, Status** from the dropdown menu. The **Items** tab displays all existing project types.

3. Click **Add** to open the **Edit list item** dialog.

   ![Edit list item dialog showing fields for project type configuration -screenshot][img1]

4. Enter a name for the project type in the **Name** field. *(Mandatory)*

   This name will appear in the **Type** field on the Project card.

5. Specify the typical project duration in the **Estimated time for this project process** field (number of weeks, days or months).

   This determines the default end date when creating a project.

6. Select the required statuses in the **Statuses used for this project type** list.

   <Note>
     To link the project type to a project guide, select at least two statuses.
   </Note>

7. (Optional) Check **This project type is linked to a guide** if you want projects of this type to follow a project guide.

8. (Optional) Check **Suggest moving the project to next status automatically** to prompt users to [move to the next status][5] when all activities in the current status are completed.

9. Add a description of the type in the **Description** field, if needed.

10. Click **Save** to apply your changes or **Cancel** to discard them.

    The project type is added to the **Items** list. Repeat these steps to add more project types.

## Edit or delete a project type

1. Follow steps 1-2 above to access the **Project - Type, Status** list.

2. To edit:
   * Double-click the required project type to open the **Edit list item** dialog.
   * Make the necessary changes and click **Save**.

3. To delete:

   * Select the project type in the list and click **Delete**.

   <Warning>
     Deleting a project type also removes its link to statuses and project guides. Ensure it is not in active use before proceeding.
   </Warning>

<h2 id="restore">
  Restore a deleted project type
</h2>

If a project type has been deleted, you can restore it from the **Project - Type, Status** list. However, restoring does not automatically reestablish any links between the restored item and related project statuses or guides. You must recreate these connections manually if needed.

1. Go to the **Project - Type, Status** list.

2. Check **Show deleted items and headings** in the footer. Deleted items appear strike-through in the **Items** tab.

3. Double-click the deleted item you want to restore. The **Edit list item** dialog opens.

4. Click **Restore**.

5. Update any necessary fields and click **Save**. The item is now active and will appear in the **Items** tab.

[1]: ./project-status

[4]: ../learn/project-guides

[5]: ../learn/project-guides#change-status

[img1]: /media/loc/en/project/edit-project-type.png


## Related topics

- [Add a project status](/en/project/admin/project-status.md)
- [Create a project guide](/en/project/admin/create-project-guide.md)
- [Edit a project guide](/en/project/admin/edit-project-guide.md)