Managing Priorities for a Project Type

The Project Type - Priorities window allows you to assign priorities to the project type, such as low, medium, high, urgent, or mission critical.

To manage project type priorities, 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 Open from the menu to display the Project Type profile.
3. Click Priorities on the navigation panel.
4. Select a row in the grid and do one of the following:
• To assign priorities. Click Firm Priorities on the button bar, or right-click and select Firm Priorities from the menu to open a list of priorities previously created in Firm. See Using the Firm Priorities Window for more information.
• To delete a cell in the grid. Click Remove on the button bar, or right-click and select Remove from the menu to delete the selected cell.
• To reorganize or print the grid. Right-click the grid to display a list of options for managing the grid.

Explain the components of the window and the right-click menu.

Component	Description
Firm Priorities	Displays a list of priorities that have been entered in Firm.
Remove	Deletes the selected row from the grid.
Order	Displays the sort order defined at the firm level.
Name	Displays the priority you selected.
Sort Ascending	Sorts the list in ascending order.
Sort Descending	Sorts the list in descending order.
Select All	Selects the entire grid.
Print	Displays the Print window allowing you to select options for printing the current view of the grid.

5. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.