A project type is a template with a specific set of attributes and configuration settings. As the program administrator, you can define multiple project types with different properties and settings.

When the users want to add a project to the program, they will have the option to choose from one of the project types that you created as the template to base their project. 

This article discusses:

• Creating project types
  • Options on the General tab 
  • Options on the Properties tab 
• Enabling External Identifier
• Defining custom fields
• Configuring reports
• Enabling attachments
• Removing project types

Create Project Types

Use the Program Items > Projects menu under Configuration to create project types to fit the unique requirements of your program. 

 To create a project type:

1. Access the Program.
2. From the program menu, select Configuration. 
   The Configuration menu opens.
3. Click on the Program Items item and then Projects.
   
4. To create a new project type, click on the New Project Type button.
5. Type in the name of the project type.
6. Choose a colour that will be used to represent the project type across the application. 
7. Click on the Save button.
   You have now created a project type. You will see it listed in the Projects Overview section.
   
   All impacts, RAIDs and cost categories defined for the parent program will be available for use in the new project classification.  The stage-gate process, schedule and resource settings available at the program level will also be applicable to the project.
8. If you wish to modify the default settings, click on the Edit "pen" icon. You can change the settings on any tab. Detailed information about the options on each tab is provided in the later sections of this article.
9. Click Save when done.

Options on the General tab 

On the General tab, you can change the following settings:

• Name: This field allows you to modify the name of project type.
• Colour: Use this field to select the colour that will represent the project type in Amplify.
• Available Dashboards: Use this field to choose which dashboards will be used in the projects.
• Default Dashboard: Use this field to set a default dashboard for all projects created using the project type.
• Financial Reporting: Use this field to choose whether to use cumulative or annualised financial reporting. Setting this option to 'Annualised' will display a field to enter the reporting year. 
  When a Reporting Year is set for the classification, the project, investment and benefit dashboards will show the values for the selected reporting year.
• Format Dates using Accounting Periods: Select this option to enable formatting of dates using Accounting Periods
• Hide Cost Forecast: If you want to hide all references to cost forecast on dashboards, select this option.
  Hide Impact Forecast:  Enable this setting to hide all references to impact forecast on dashboards.
• Return on Investment (ROI) Series: Use this field to select the series that will be used to generate ROI(Return on Investment) series. ROI can be calculated using either Forecast or Baseline values.

If you are creating a new project type, you must Save the settings on this tab before moving on to the other tabs.

Options on the Properties tab 

On the Properties tab, you can define the status indicators and the custom fields that will be used within the current type of projects. If custom fields are defined at program-level, you can add them into the project.

Enable the External Identifier

The Properties tab allows you to enable external identifiers. Learn more about external identifiers here.

Configure Status Indicators

Amplify offers inbuilt status indicators that you can add to your project types. The steps for configuring status indicators are similar to the program. Learn about it here.

Define Custom Fields

If you want to define separate custom fields on project forms, you can do so using the Properties tab. Follow the steps listed in: Define Custom Fields to be Used by all Projects in the Program.

Options on the Reports tab

Configure Reports

The Reports tab helps you enable reports in your projects. It also allows you to choose a set of standard reports as well as set quick print reports for the project and the impacts within.

To enable reports for your project:

1. Navigate to the Configuration menu of your program.
2. Click on the Program Items menu item and select Projects.
3. Locate the Project Type.
4. Click on the Edit "pen" icon and select the Reports tab.
   Amplify's inbuilt reports will be listed. Please note that any custom reports that you build can also be made available in this list.
5. Locate the report from the list and put a tick in the checkbox.
6. Click Save.
   The selected reports will now be available for the project. 

Options on the Advanced Tab

Enable Attachments

To store additional information, you can attach documents and images to your project. To make this function available to the users, you will need to configure it for the project type. 

The Advanced tab allows you to enable document attachments. 

To enable attachments:

1. Access the Program.
2. From the program menu, select Configuration. 
   The Configuration menu opens.
3. Click on the Program Items menu item and then Projects.
4. Locate the project that you wish to delete.
5. Click on the Edit "pen" icon and select the Advanced tab.
   
6. Use the Enable Documents toggle button to enable attachments.
   Users will now be able to see a clip icon on the Project menu bar.
   

Remove a Project Type

When you delete a project type definition from the program, all projects created out of that template gets deleted. Removing a project type will also remove all its components, including benefits, measures, risks, goals, costs, scenarios, tasks and cost categories.

To remove a project type:

1. Access the Program.
2. From the program menu, select Configuration. 
   The Configuration menu opens.
3. Click on the Program Items menu item and then Projects.
4. Locate the project type that you wish to remove and click on the Edit button.
   
5. Select the Advanced tab.
   
6. Click on the Remove button.
   This will bring up a confirmation window.
7. Click Delete to confirm the action.
   The project type is now removed from the program.