Adding an item type

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.

To add an item type

From the top-level navigation, open the Admin module.
Select Customization.
Select the Types Setup tab.
Select the Investment Types tab.
Click New .
Name the item type. Select an icon and/or a color to which the item type will be associated.
Select Active to make this item type available; only active item type can be used to create new items.
Select Creatable to make this item type available in the New Investment dialog box and in the Investment Type list on an item request page. Use this option to limit the type of items users can create.
Under Work Type, select the work type option: None, Task-based, or Activity-based. Resources can only be allocated against task- or activity-based items. Once saved, an item's work type can not be changed.
Select Inherit Allocations to have task and work item assignments be made based on other task-based item types in the item hierarchy. This option is only available for task-based work types.
Select Timesheet Disabled to disable the timesheet for this item type. This option is only available for task-based work types.
Select Lock Completed Assignments to prevent team members from submitting time on assignments when the associated task has been marked as complete by a project manager. This option is only available for task-based work types.
Select Self Assign to allow team members to assign themselves to tasks or work items in items created from this item type. This option is only available for task-based work types.
Select Self Allocate to allow team members to allocate themselves to tasks or work items in items created from this item type. This option is available for task- and activity-based work types.
On the Attributes tab, move the attributes you want to be associated with this item type to the right column. Required attributes cannot be removed.
On the Containment tab, select the item type's parent and child item types.
On the Set Views tab, associate the views that will be available in the Projects module when team members are working on this item.
On the Breakeven Attributes tab, select the positive and negative attributes that will be used to generate a Breakeven chart in the Financials view.
Click Save .