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 your projects. Join offers a list of project types by default, but this list can be completely customized to suit your company's preferences and needs. Project types can also contain subtypes to create a two-level tiered list.

Customizing Project Types

The list of project types can be edited by company administrators by navigating to the Admin tab, then the Standards subtab, and clicking the Project Types menu 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 will remove it from the list completely while hiding a project type will keep it in the list, but make it unavailable for users to select on projects moving forward. 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
   

Reassigning Project Types on Existing Projects

After you have finished customizing your list of project types, it is recommended to go through your list of existing projects and reassign them to your new project types. The easiest way to accomplish this is for your company administrator to navigate to the Admin tab, then the Project Stats subtab, and select the desired project type for each project using the drop-down menu in the Type column of the table.