User Actions → Work Types
A work type is defined as a project, release, sprint, or team. Every work type is placed in a hierarchical structure called the work tree that orders each work type in relation to its parent work type, any peer work type, and any child work type.
When creating a work type, identify the work type you want to create, and define the summary data for the work type.
You can copy an existing work type, modify its summary data and properties, create a new work type, and then place it anywhere in your portfolio.
If you no longer need a work type, you can delete it.
You can edit the details of any work type.
You can move a work type around in the work heirarchy. The simplest way to move a single work type is to drag-and-drop it into the location in the heirarchy that you want it to be.
The Move Investment dialog lists any work type that you are authorized to view. A work type is displayed by default in a tree view that you can navigate just like the navigation pane in the Backlogs module. When you select a work type for a report or a notification, the selection applies to that work type and any work type below it in that branch of the tree view. When you select a work type for include/exclude or self-allocating activities, the selection applies only to that work type.
You can also enter in a word or phrase and click Search to display a list of any work type that matches your search criteria. You can easily alternate between the tree view and the search results by clicking the Show Tree or Show Search Results, depending on the current view.