Create Project Types

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Tools > Setups > Projects > Project Types

In the example below the Project type Jim2Cloud is being added:

Project Type

All Project types should have the system type of Managed Service selected.

See also:

Actions and Action Groups

Create Project Templates

Template Rules and Action Wizard

Template Restrictions

Generating Jobs Using Project Templates

Creating Billing Templates

Included Templates

Project Template Creation Example 1

Project Template Creation Example 2

Non Billing Template Setup and Usage

Escalation Templates Example

Project Job Implementation Templates Example