Project types and project managers

Screen reference

Project types and project managers help classify project work and support filtering, reporting, dashboards, and workflow automation.

What you can do

• Use project types to classify the kind of work being delivered.
• Use project managers to identify who owns project delivery.
• Add or maintain values from the left-side dimension tree if permissions allow it.
• Use consistent classification so dashboards and reports remain reliable.

Environmental consulting example

Project types may include Site Assessment, Remediation, Permitting, Compliance Monitoring, or Due Diligence.