Different Project Types

The first thing you start with when you want to start working with Project is to define the different project types you will be working with.

You can have several different project types, but define them according to the resources needed.

Projects with similar resource requirements can be defined as one project type. Take the time to prepare some functional project types and record them in the list of project types.

The next step is to build data needed for projects in Manage. When some of these are relevant for a project type, tag them to this project type. We call the sum of all the resources marked on a specific project type a "Project type template". Later, the resources can be copied into a new project of this type.

Manage project types: https://youtu.be/vTGMYpviLYk

You can find the contents of each project type template by clicking on a project type (not edit mode, view only). Each resource will appear in each tab:

Predefined storage location for template documents

When creating a project room, it is possible to pre-define the path to where completed template documents (other than the local project archive) will be stored, such as a Teams channel, another SharePoint list, or a folder on a server. Enter the URL in the setup as shown below before creating a project space:

Folders

The folder template is defined in the Project Type element, either when you create or edit the element. Use bar character "|" to separate folders and levels. Here is an example: