Configure Project Types

Configure project types specific to your organization, such as collaboration, development, documentation, resource management, and the like. These types can be associated with the projects created in ServiceDesk Plus Cloud.

You can configure project types under Setup > Customization > Project Management > Project Types.

The application comes with the following default project types:

Adding a Project Type

• Go to Setup > Customization > Project Management > Project Types.
• Click New Project Type.
• On the displayed window, provide a Name to your project type.
• Choose a Color for the project type from the color palette.
• Enter a short Description and click Save.

Reordering Project Types

You can rearrange the project type list based on priority.

• Click Organize displayed on the project type list view page.
• On the displayed window, select the required project type and use the up and down arrows to position it.

Editing/Deleting Project Types

To edit a project type, clickbeside the name of the project type.

To delete a project type, clickbeside the name of the project type.

Other Actions

Under Table Settings , you can define the number of records to be displayed per page and column by which the list must be sorted.

Search for project types using their names.