Customization → Types Setup → Item Types
Use the Investment Type tab to add, manage, and maintain all of the item types that are used by your organization. Only active item types can be used. Only item types flagged as creatable will be available to users when they create new items; this option can help your organization establish an effective process around how items are created, and then transitioned into other item types after they have been approved.
The Investment Type tab contains five tabs: Properties, Attributes, Containment, Set Views, and Breakeven Attributes.
The Attributes tab displays all of the attributes that can be associated with the item type. The full list of available attributes are in the left column and the attributes that are associated with the item type are in the right column. To move an attribute between columns, select it and click the arrow that points to the other column. Hold down the CTRL key while selecting attributes to move more than one at a time.
The Containment tab displays all of the possible parent and child item types. This determines the possible locations an item can appear in the item hierarchy; an item can only be created under a valid parent item and an item can only have valid children created underneath it. A portfolio can only be a child item type of a portfolio.
The Set Views tab lets you select the views that will be associated with the item type. Custom summary views that have been created in the View Designer will be available; the default summary view is Summary.
The Breakeven Attributes tab is used to associate timephased attributes with an item type. Breakeven attributes are displayed in the Breakeven chart associated with this item type. You can specify a positive and a negative breakeven attribute.
If an item type is inactive, you can reactivate it so that it can be used when creating new items.
Add a new item type. The task- and activity-based work type options allow resources to be allocated to the item type, but once the work type option is set to task-based or activity-based, it cannot be changed.
An item type can be deleted as long as it is not being used by an existing item. If an item type is being used (or may be used again) by an item, you should inactivate it.
Find an item type on the Investment Type tab of the Types Setup tab, make the changes that need to be made, and then click Save.
An item type can be inactivated. This prevents them being available whenever lists of item types are used and it helps preserve historical data associated with that item type.
Use the Creatable check box when adding or modifying item types. If the Creatable check box is enabled, then the item type will be an option to users when they create new items.
Item types are shown on the Investment Type tab in the Types Setup tab.
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