Project Type Tab

The Project Type Tab, shown below, offers the following options:

 

Add Project Type

Edit Project Type

Remove Project Type

 

Add Project Type

To add a Project Type, click the Add button:

The  Project Types (Add) window opens.  After selecting a Project Type, the list of Strategic Initiatives changes based on the selected Project Type. After making selections from both, which are required fields marked with a red asterisk, click the Save & Close button.

 

 

The newly added Project Type displays:

 

 

The same Project Type may have more than one Strategic Initiative, so these steps can be repeated (the same Project Type added with different Strategic Initiatives) until all Project Types / Strategic Initiatives have been added.

Edit Project Type

To edit a Project Type, click the Edit button:

 

 

The  Project Types (Edit) window opens.  After making any edits, click the Save & Close button.

 

 

 

Remove Project Type

To remove a Project Type, select the Project Type as shown below:

 

 

Then click the Remove button:

 

 

The newly updated Project Type list displays:

 

 

 

The next step is to click on the Description Tab.