Project Types

You access Project Types from the Configuration > Sales Setup > Project Types, shown below.

These options control what is in the drop down for project type when you create a new opportunity in Concrete Vision.

Figure 1

The Project Types screen (see Figure 1) is where you can view and edit a categories.

Figure 2

List of Project Types

The Project Types list is where you will see all of the created project types and can Add, Edit or Delete records. (Figure 2)

Add Project Types

1. Click on the Add new record (Orange Box top left side of the screen). The Add/Edit screen (shown below) will open.
2. Enter a code.
3. Enter a description.
4. Check or uncheck Active. This will be checked by default when creating a new record.
5. Enter an order by. This will default to the next available value.
6. Click the "Update" button to save this information and close the popup.

Figure 3

Edit Project Types 

1. Click on the pencil icon to edit. (Green Box see Figure 2 and Figure 4).
2. You can modify the code.
3. You can modify the description.
4. You can activate or deactivate the item.
5. You can modify the order by.

Figure 4

Delete Project Types

To delete a Project Type, just click on the delete button of the Project Type (Green Box to the right of the Edit Button (Red Box) in Figure 2) you wish to delete. You can only delete a Project Type that does not currently have any details assigned to it. If the project type has details assigned to it, the delete button will be disabled. You will be prompted to confirm that you want to delete the record (Figure 5).

Figure 5