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Add Project Type to a Project


To label a project with a project type to label projects a more granular level.

Things to Consider

  • Required User Permission: 'Admin' on the company's Portfolio tab.
  • In order to add a project type to a project, you must first create custom project types from the Company level Admin tab. For more information, see Create Custom Project Types.


  1. Go to the Project level Admin tab. 
  2. In the "General" subtab, scroll to the "General Project Settings" section.
  3. Select a project type from the Project Type drop-down.

  4. Click Continue.
  5. Select the tabs you want included in your project.
  6. Click Finish Project Setup.
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Last modified
09:41, 12 Aug 2016



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