With project types you can make sure that you load the right settings in a project and later on distinguish between these types in your overviews and statistics. This article will explain you how to set up your project templates and project types and how to use them.-
For every project you also choose a project type. With project types you can distinguish between different kind of projects. Every project type can have a different setup like a specific quotation template and invoice template that is used by default as well as a standard letter head.
By using project types you can easily have the right settings for your project. This also makes it easy for you to differentiate between certain types of projects in your overview and in statistics.
Add a project type
- Go to the Configuration module > Settings > Project types
- Click Add.
You can fill in the following information:
Give this project type a name like "Dry hire", "Sale" or "Festival"
Choose the default quotation template that should be used for projects with this project type.
Choose the default contract template that should be used for projects with this project type.
Choose the default invoice template that should be used for projects with this project type.
Select the default letterhead that should be used for projects with this project type.
Select a default invoice moment for projects with this project type.
Choose a colour for this project type. This is useful to quickly identify what type a project is in the overview of the Projects module.
Use project types
When creating a new project you also define a project type. Project types can help you to filter or sort the overview in the Projects module so that you can (for example) only show projects with the project type "Dry hire". This way you can also have a look at your statistics module and see which project type generates the highest revenue.