Create and configure project types

A project type enables you to define and maintain a common set of project policies for multiple projects.

In this topic:

Create project types

Create a project type before creating your first project. The predefined Enterprise project type is provided for you to use.

Prerequisite:

You must have the Edit Project Types access grant.

To create a project type:

1. Click the Administration button in the masthead.

2. From the Administration menu, click Project Types & Templates > Manage Project Types.

3. On the Manage Project Types page, click Create New Project Type.

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

   1. On the Manage Project Types page, click the project type to copy.
   2. On the Modify Project Type page, click More > Copy Project Type.

4. 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
5. Click Create in the top right corner.

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Configure access to a project type

Configure who can edit the project type and who can use the project type to create projects.

To configure access to a project type:

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 open a project type, from the Administration menu, click Project Types & Templates > Manage Project Types, and click the project type name.

3. On the Modify Project Type page, 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, click 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