KeyedIn - Project Type Fields

Since different types of projects require varying data, particularly agile projects when compared to waterfall projects, you can specify the fields and layouts for several project types, and which apply to each workflow status for projects of that type. These determine the format when editing projects that are specified for the varying project types and allow different fields to be shown at various stages of the project so that only relevant fields appear.

When setting up the fields for a project type, you can specify several tabs and can arrange fields by section within each tab. You can also click Layouts to choose a one- or two-column style.

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NOTE:
When defining a Project Type, it is best to build in a sequential manner by selecting each workflow status in the order they are processed and then specifying the fields to be included. After selecting the Workflow Status, click Copy from previous status to copy the fields from the previous status to the current one. You can then, if necessary, add others and remove or hide any fields that are not relevant for the status.