Creating and Configuring Project Types

A project type is used to default or impose the business rules, or project policies, that will be used to manage a new project. At least one project type must be created in order for you to be able to create projects in Project Management. The project type "Enterprise" is included with Project Management upon installation.

This section describes how to create and configure a project type.

In this topic:

Creating a Project Type

1. Prerequisite: you must have the Edit Project Types access grant.

2. From the main menu, click Create > Administrative > Project Type.

   Alternatively, you can create a project type by copying an existing project type to which you have edit access.

   1. To search for the project type, from the main menu, click Search > Administrative > Project Types, and click the project type name.
   2. In the top right corner, click More > Copy Project Type.

3. Give the project type a name and configure the policies.

   • Project Fields Policy
   • Work Plan Policy
   • Request Types Policy
   • Scheduling policy
   • Schedule Health policy
   • Cost and effort policy
   • Cost and Earned Value Health Policy
   • Project scheduling integration
   • Staffing Profile Assignments Policy
   • Project Health policy
   • Issue Health Policy
   • Task Auditing Policy
   • Project Overview Layout policy
   • Project Security Policy
   • Service Manager Policy
   • Project Formula Policy
   • Hybrid Project Policy
4. Click Create in the top right corner.

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Configuring Access to a Project Type

Configure access to a project type to

• Control which users can make changes to the project type.
• Define who can use the project type to create projects.

1. Prerequisite: you must have the Edit Project Types access grant.

   If the project type already defines that only users in the specified security groups can edit the project type as in step 4, in addition to having the access grant, you should also be a member of at least one of the security groups to edit the project type.

2. To search for the project type, from the main menu, click Search > Administrative > Project Types, and click the project type name.

3. In the top right corner, click More > Configure Access.

   

4. In the Project Type Edit Access section, select who can edit the project type.

   • By default, all users with the Edit Project Types access grant can edit the project type.

   • If you want only users in some security groups that have the Edit Project Types access grant to edit the project type, select the second option, click Add Security Group and select a security group, and repeat it until you complete selection.

5. In the Project Type Usage section, select who can use the project type to create projects.

   • By default, all users can use the project type to create projects.
   • If you want only users in some security groups to use the project type to create projects, select the second option, click Add Security Group and select a security group, and repeat it until you complete selection.

   Note: Back to the Modify Project Type page, clicking More > View Usage, you can know which projects are using the project type.

6. Click Save or Done.

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See also:

• Project Type Policies vs. Project Settings