As the Administrator, there may be times when you need to add new, or modify existing Job or Project types within your system.

To add a new Project Type, click 'Configuration' in the top tool bar

Then, select 'Project Types' from the drop down list, and a new window will open

To create a new type, click 'New Project Type' in the upper right-hand corner

The Project Type entry screen will then appear and the details for the new type can be entered (Name, Description, Associated Workflow, and which 'Type' it applies to)

The 'Applies To' associates what type is being added to the system (Campaigns, Projects, Jobs, or Components are the most common)

Another important detail to check is the 'Workflow Template' field. If a Workflow Template should automatically be applied to this type, it should be selected in the Project Parameters section.

Once you've entered in the details, click 'Save' in the upper right-hand corner
The new type can then be found in the Project Type list on the left side of the window

You can also edit existing Project Types.

Select the Project Type on the left and click 'Edit' in the upper right-hand corner of the window

Once you've made the desired changes, click 'Save' in the upper right-hand corner

*Helpful Tip

: Please remember that the Job Request and Project Request templates should not be deleted from the system. Without those templates, Requests cannot be successfully routed through the system.

If you are following the training plan, please complete the homework at the bottom of Session 2.