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Configure Project Types
Configure Project Types

Learn how to add and manage different project types in ProLine, including categories like retail and insurance.

Rolando Interiano avatar
Written by Rolando Interiano
Updated over 5 months ago

In this article, we cover:

Adding different project types allows you to categorize your projects more effectively in ProLine. This can be useful for distinguishing between various kinds of projects such as retail and insurance.

Adding Project Types

To add a new project type:

  1. Go to the hamburger menu > Company Settings > Projects.

  2. Click on Add Project Type.

  3. Enter the name of the project type (e.g., "Retail Asphalt" or "Retail Metal").

  4. Click Save to add the new project type.

You can add as many different project types as needed to suit your business requirements.

Default Project Types

ProLine comes with two default project types:

  • Retail: Used for projects related to retail business.

  • Insurance: Used for projects related to insurance.

These defaults can be customized or expanded upon based on your specific needs.

Contact Support

If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.

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