How to Set Up Project Types
Define project types in Company HR Settings for more specific reporting.
Overview
Project types let you classify projects for reporting — for example, by work type (build, design, survey) or by department (electrical, rigging, groundworks). Types are more specific than project groups.
How to Access
Go to Main Menu → Human Resources → Company HR Settings, then open the Project Types tab on the left.
Adding Project Types
- Add types that match how you report on work — for example, Build, Design, Survey, or department names.
- Save your changes.
- Assign a project type when editing each project on the Projects table.
Use project types for detailed reporting and project groups for broader grouping. See Understanding Project Groups and Project Types.