Editing a Type

If you have the appropriate permissions, you can modify a project type. When editing a project type, the changes you make might or might not flow to the associated projects based on the locks that are set.

  • Questions that are locked on the type's General Information tab update the templates and projects of that type.
  • Data that is used to populate templates and projects, such as status, immediately impact the templates and projects.

Note: For information on locking a feature, see Managing General Information for a Type.

To edit a project 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 then click on the button bar. You can also right-click a type and select Open from the menu.
  3. Make changes to the type information as necessary. Click a link below to learn about the information on each tab. The tabs that are actually visible for the type depend on what is selected on the General Information 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.

  4. Click one of the ClosedSave buttons or Cancel.