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Administrator Guide
Last Updated: 2023-06-23
Create Project Types

Create Project Types

Create sourcing projects and identify the types of project you want to create.
You can categorize your projects according to
Project Types
, enabling you to manage the sourcing projects in your
Pipeline
 more efficiently.
  1. Access
    Settings > Customize Projects > Manage Project Types
    .
  2. Add a project type name and
    Project Type Short Code
     and click the
    Add New Project Type
     button.
  3. Select the new project type and click the
    Customize
     button.
  4. Add an
    Active Status
     for the project type or
    Edit
     or
    Delete
     existing active statuses.
  5. (Optional) In the
    Milestone Template
     section, add milestones for the project type. Strategic Sourcing adds milestones to the project in the order listed in the section.
  6. In the
    Customize Layout
     section, select which fields you want to display on the project type for the project and the intake form.
  7. Set a
    Default Project Type
     to control which project type initially displays when your users create a new project.
You can customize and sort your sourcing projects in to types and manage project statuses.