Customization → Types Setup → Item Types → Adding an item type
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
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
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
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
Click Save .
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