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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 7 · Project Types

Creating a project type

Lesson 69 of 198 · 12 min

Create a project type: name, class, description. Set the basic information and effective dates, the default project unit behaviour and organization defaults. Save, review the option groups now available, and show how the class chosen changed which options appear. The class selection changes the rest of the page. Seeing that makes the Lesson 2 concept concrete, and it is the prevention for failure case seven. Naming: types appear in every project creation screen and every report filter. Name them for a user, not for a consultant.

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In this module: Module 7 · Project Types

  1. 1What a project type governs
  2. 2Project type classes
  3. 3Designing the type listFree preview
  4. 4Creating a project type
  5. 5Burdening options
  6. 6Capitalization options
  7. 7Classifications
  8. 8Expenditure type class controls
  9. 9Billing and other options
  10. 10Proving the type works
  11. 11What breaks
  12. 12Lab: five behavioural patterns and a stakeholder to answer