Copying a Type

You can use an existing type as the basis for a new type. The new type will have all the values of the original type, except the project type ID, which you must change.

Note: For instructions on creating a new type from scratch, see Adding a Project Type

To copy an existing type, do the following:

  1. Do one of the following to open the Types list:

    • In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
    • In Workstream. On the Manage ribbon, click Types.
  2. Select a type in the grid and click in the button bar, or right-click and select Copy from the menu.
  3. Click OK.
  4. Enter a new project type ID.
  5. Modify the information on the project types tabs as needed. Click the links below to learn more about each tab.
    • General Information. This section includes basic identifying information for the type. You can also answer questions to define other elements needed for this project type. Depending on your answers to the tailoring questions, some of the other properties listed below might not be available.
    • Status. You can select the statuses that will be available in templates and projects of this type.
    • Priorities. You can select the priority levels that will be available in templates and projects of this type.
    • Complexities. You can select the complexity levels that will be available in templates and projects of this type.
    • Service Codes. You can select the service codes that will be available in templates and projects of this type.
    • Milestone Dates. You can manage the milestone dates that will be available in templates and projects of this type.
    • Custom Fields. You can manage custom fields that are available for a project type.
    • Route Sheet Layout. You can select the information to display on each route sheet for templates and projects of this type. You can also decide the order in which these fields should appear.

    Note: The list of available statuses, priorities, complexities, milestone dates, and custom fields are configured in Lists. See Setting Up Workstream Lists for more information.

  6. Click one of the ClosedSave buttons or Cancel.