Working with Project Types

Project types help you categorize your projects and analyze them more effectively.

Once you've set up project types, you can assign a project to a specific project type, filter projects by type, and analyze time reports accordingly - making your data much easier to understand at a glance.

Key Benefits and Use Cases

• Organize projects consistently by assigning them a clear category
• Filter and group projects in the project overview by project type
• Analyze time reports by selecting one or multiple project types
• Compare recorded time by type by summing up the time tracked per project type in reports

How to Use Project Types

Creating and Managing Project Types

1. Navigate to Settings (gear icon in the bottom left of the main menu).
2. Open Categories.
3. In the Project Types section, click + Project Type.
4. Set the details for the project type: a unique name, a brief description, and an icon.

In the list, you can edit and delete project types.

Analyzing Time by Project Types

In the Time Analysis menu (🔐 available from Professional Plan onwards), you can select project types specifically for your analysis.

1. Open Time Analysis.
2. Open the Filter tab in the dropdown menu for project selection.
3. Select one or multiple project types to limit the analysis to these types.
4. Sum by project type so you can compare how much time was tracked for different project types during a period.

Filtering and Grouping Projects by Project Types

In the project overview (Main Menu > Projects), you can:

• Create filters based on project types
• Group projects by project types

This way, you keep an optimal overview of your projects - organized by project types.

FAQ

What are project types?

Project types help you categorize projects and analyze them more effectively.

Can a project belong to multiple project types?

No. Each project can only belong to one project type.

Do I have to assign a project type to a project?

No. Assigning a project type to a project is optional.

How do I create and manage project types?

Go to Settings (gear icon in the bottom left of the main menu) > Categories > Project Types, click + Project Type, and create a type with a unique name, a brief description, and an icon. In the list, you can edit and delete project types.

Why can't I select a project type when creating a project?

Project types are only selectable when creating a new project if you've already created project types. By default, no project types are created.