Project Types are labels you use to classify the kind of work your company does. Every project in include GO gets tagged with a Project Type so you can group, filter, and report by category — for example, "Commercial Construction" vs "Service / Maintenance," or "Hardscape" vs "Irrigation."
include GO ships with a starter list of Project Types. You can keep them, rename them, add your own, or archive the ones that don't apply to your business.
Where to Find Project Types
From anywhere in include GO, click the Settings icon in the left sidebar (near the bottom). In the Settings sidebar that opens, under the Organization section, click Project Types.
Navigation path: Dashboard → Settings → Organization → Project Types
The Default Project Types
A fresh install of include GO comes with six Project Types geared toward construction:
- Commercial Construction
- Residential
- Government
- Service / Maintenance
- Interior Renovation
- Pool Construction
If your business is in a different line of work — landscaping, cleaning, HVAC, etc. — you'll want to rename these or add new ones to match. For example, a landscaping company might use Lawn Maintenance, Landscape Installation, Hardscape, Irrigation, Tree & Shrub Care, and Design & Consulting instead.
The Project Types Page
The page shows a table of all your Project Types. Unlike most programs that pop up a separate "Add New" window, include GO lets you add and edit Project Types right in the table itself. You click a cell, type, and save — no popups to open and close.
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What you see on this screen
| # | Element | What it does |
|---|---|---|
| 1 | Create Project Type button | The blue button in the top-right. Click to start adding a new type. A new empty row appears at the top of the table. |
| 2 | View dropdown | Labeled "View" above a dropdown. Choose Active (the default, shows only types you're currently using), Archived (shows types you've hidden), or All (shows both). Handy for finding an archived type to bring back. |
| 3 | Description column | The name of the Project Type, like "Hardscape" or "Residential". This is the label that appears when someone picks a type on a project. |
| 4 | Status column | A color-coded badge: green "Active" or gray "Archived". You can't edit this directly — use the right-click menu to change it. |
There's also an ID column (a small auto-generated number) and a Notes column for internal comments, plus a Save / Cancel area at the far right that only shows up while you're editing.
Adding a New Project Type
Click the + Create Project Type button in the top-right. An empty new row slides in at the top of the table, with the cursor already placed in the Description cell.
What to fill in
| Cell | Required? | What to enter |
|---|---|---|
| Description | Yes | The name of the Project Type. Keep it short and clear — examples: Hardscape, Irrigation, Tenant Improvement. This is what appears on project dropdowns throughout the app. |
| Notes | No | Optional internal comments about when to use this type. Only visible inside Settings — never shown to customers. Good for things like "Use for public-works jobs only" or "Includes all hardscape and concrete work." |
The ID and Status cells are filled in for you automatically. New types start as Active right away.
Saving or canceling
- Press Enter from any cell to save. The new row moves into the main list.
- Or click the green checkmark (✓) on the right side of the row to save.
- Press Escape, or click the red X, to cancel and discard the new row.
If something's wrong: A red message appears above the table explaining the problem (for example, "Description is required"). Fix the issue and try saving again.
Editing a Project Type
Click any editable cell — Description or Notes — and you can type directly into it. The Save (green checkmark) and Cancel (red X) buttons appear on the right side of the row while you're editing. Changes don't save until you click the checkmark or press Enter.
You can also right-click on a row and choose Edit from the menu.
Note: Archived Project Types can't be edited. Unarchive them first if you need to make changes (see below).
Archiving and Unarchiving
You can't delete Project Types — that would break the records of projects already tagged with them. Instead, you archive types you no longer use. Archived types are hidden from the Project Type dropdown on projects, but any existing projects assigned to them keep the assignment.
Right-click any row to see the menu:
| Action | When you'll see it | What it does |
|---|---|---|
| Add New Project Type | Always | Same as clicking the "+ Create Project Type" button above the table. |
| Edit | On active rows | Enables the row for editing, same as clicking a cell. |
| Archive | On active rows | Hides the type from the Project Type picker across the app. A confirmation box appears first so you don't do this by accident. |
| Unarchive | On archived rows (when the View dropdown is set to Archived or All) | Restores the type to active, making it available in the picker again. |
To see your archived Project Types, change the View dropdown at the top of the page from Active to Archived (or All to see both). Archived rows show an "Archived" badge and are grayed out until you unarchive them.
Where Project Types Show Up in the App
Project Types are used on every project record in include GO. You'll see them:
- On the Projects page, as a required field when creating or editing a project
- As a filter option on the Projects list and on reports, so you can show just commercial jobs, just service work, etc.
Because every project needs a Project Type, keep your active list covering all the work you do. If you archive a type that's still used by active projects, those projects keep their tag but no new projects can be created under that type.
Who Can Edit This Page?
Anyone with the Settings View permission can see the Project Types page. Only users with the Settings Manage Project Types permission can add, edit, or archive types. By default this means Super Admin and Branch Manager roles.
If a user can see the page but the Create Project Type button is missing, their role is missing the manage permission. An administrator can add it under Roles & Permissions.
Tips & Best Practices
- Match your lines of business. If your team talks about "retrofits" and "new builds," make those your Project Types. The defaults are just a starting point.
- Keep descriptions short. "Hardscape" reads better than "Hardscape / Retaining Walls & Walkways Installation" in a dropdown.
- Use Notes for scope definitions. If you add "Enhancement" and "Installation," write in Notes how the two differ so your team assigns them consistently.
- Archive instead of deleting. Past project history stays clean when you archive a type you no longer use.
- Don't create a new type for every variation. If you find yourself adding "Residential Pool," "Commercial Pool," and "Renovation Pool," consider one "Pool Construction" type and use other fields (Branch, Profit Center) to capture the variation.
Common Questions
Can I rename a Project Type after I create it? Yes — click into the Description cell, type the new name, and save. The change takes effect immediately for every project tagged with that type.
What happens to the projects I've tagged if I archive a Project Type? They keep their tag. You just can't assign any new projects to that archived type until you unarchive it.
I accidentally archived a type. How do I get it back? Change the View dropdown to Archived, right-click the row, and choose Unarchive.
Why can't I change the Status column directly? Status is controlled by the Archive/Unarchive actions in the right-click menu so you don't accidentally archive a type by clicking the wrong cell. It's a safety feature.
Do I have to use the default types? No — you can archive the defaults and use your own. Just make sure whatever types you keep active cover every project you'll need to create.
What's the difference between a Project Type and a Profit Center? A Project Type describes what kind of work a project is (Hardscape, Residential, Service). A Profit Center describes which business unit or service line the project's revenue and costs roll up to. A single Profit Center might have projects of several Project Types, and vice versa.
Related Topics
- Projects — Where Project Types get assigned to actual projects
- Person Types — Similar list, but for classifying people instead of projects
- Profit Centers — Financial groupings that complement Project Types
- Roles & Permissions — Control who can edit Project Types