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Project Types

Standardize the list of project types used across your company.

 Company administrators can create a customized list of project types to better organize projects in Join. Join provides a default list of project types, but this list can be fully customized to suit your company's preferences and needs. Project types can also contain subtypes, creating a two-level tiered hierarchy.

Customizing Project Types

 Company administrators can edit the list of project types by navigating to the Company Settings page, selecting the Standards tab, and clicking the Project Types section on the left side. 

Creating Project Types

Creating a new project type will add it to the list as a main (level 1) project type. To create a new project type, follow these steps:

  1. Click the + Create Project Type button
  2. Enter a Project Type Name
  3. Click the Create button

Adding a Project Subtype

Adding a project subtype to a project type will add it to the list as a secondary (level 2) project type under the project type you select. To create a new project subtype, follow these steps:

  1. Click the Options button to the right of any project type
  2. Select + Add Subtype
  3. Select the project type this new subtype should be added to
  4. Enter a Project Subtype Name
  5. Click the Create button

Deleting and Hiding Project Types/Subtypes

 Project types and subtypes can be deleted or hidden from the list. Deleting a project type removes it from the list entirely. Hiding a project type keeps it in the list but makes it unavailable for users to select on future projects. To delete or hide a project type, follow these steps: 

  1. Click the Options button to the right of any project type
  2. Select either Delete or Hide Type/Subtype

 Note: To delete a project type or subtype, you must first reassign all existing projects currently assigned to that project type or subtype. 

Reassigning Project Types on Existing Projects

After customizing your project types, we recommend reviewing your existing projects and reassigning them to the updated project types. To do this, navigate to the Company Settings page, select the Project Stats tab, choose the projects to update, and click the Edit Selected Projects button. See the Managing Company Projects article for more information.