Project Types let you classify the kind of work your organisation does — for example, Lawn Maintenance, Landscape Installation, or Hardscape. Once created, each project can be assigned a type so you can group, filter, and report by category.
Where to Find Project Types
Project Types are managed under Settings > Business Unit Settings. In the left-hand settings sidebar, click Project Types under the Organization section.
Navigation path: Dashboard → Settings → Business Unit Settings → Project Types
The Project Types List
What you see on this screen
| # | Element | Description |
|---|---|---|
| 1 | Settings Sidebar | The left sidebar groups all Business Unit Settings. Project Types is highlighted under Organization. |
| 2 | Page Header | Shows the section title and description. |
| 3 | Create Project Type | Blue button in the top-right. Click to add a new project type. |
| 4 | Search Bar | Type to filter the project type list in real-time. |
| 5 | Column Headers | Click any column header to sort or filter the list. |
Creating a New Project Type
Click the + Create Project Type button to open the dialog.
Form Fields
| # | Field | Required | Description |
|---|---|---|---|
| 1 | Display Value | Yes | The name shown throughout the app (e.g., Lawn Maintenance, Irrigation). |
| 2 | Description | No | A short explanation of when to use this project type. |
| 3 | Notes | No | Internal notes for your team. |
Example: Creating a "Hardscape" Project Type
- Display Value =
Hardscape - Description =
Projects involving patios, retaining walls, and walkways - Notes =
Includes all hard surface installation work
Click Create Project Type to save.
Editing a Project Type
Click the pencil icon in the Actions column. The dialog opens pre-filled with the current values. Make your changes and click Update Project Type.
Note: Changing a Display Value updates it everywhere the type is already assigned.
Deleting a Project Type
Click the trash icon in the Actions column. If this type is assigned to existing projects, consider leaving it in place to preserve reporting history.
Tips & Best Practices
- Keep Display Values descriptive but concise — they appear in dropdowns throughout the app.
- Use Notes to explain the scope of each type so your team applies them consistently.
- Review existing types before adding new ones to avoid duplicates.