Templates – Part 1, Project Types

Templates allow PRIVV users to configure their company's PRIVV to their specific industry and the types of projects they'll be creating in PRIVV. The user will need to configure Project Types, Cost Codes, Schedule Activities, and Workplan Tasks.

Part 1 – Project Types

Project Types allow the user to set up the types of projects their company works on so projects can be categorized (i.e. representative estimates meant for a certain type of project will only apply to a certain Project Type or Subtype). 

To configure Project Types in PRIVV, please follow the steps below:

1. Click on the Configuration module.
2. Click on Project Types. 
3. Click on the + button.
4. Enter the Title and Description for the new Project Type.
5. Click the green checkmark.
6. Click on the newly created Project Type to open its details.
7. Click the + New button.
8. Enter the Sub Type title and description. Then, select the appropriate Project Type.
9. Click the green checkmark.
10. Return to the Configuration module to complete Part 2.