Tipos de projeto
A natureza de cada projeto (Implantação, Sustentação, Migração, Consultoria…): o que aparece no campo Tipo de projeto da ficha. Os do padrão vêm prontos; você renomeia, ordena e cria os seus.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Form fields
Nome*Como a empresa chama este tipo: "Implantação", "Sustentação", "Migração".
CódigoGerado do nome ao criar e fixo depois: é o que o projeto guarda.
OrdemPosição no campo Tipo de projeto da ficha: o menor vem primeiro.
CorCor do tipo, em hexadecimal (ex.: #6366f1).
AtivoTipo inativo some da escolha nos projetos novos; o projeto que já usa continua com ele.
DescriçãoQuando usar este tipo, para quem for escolher no projeto.
Start here
What Project types are for
This is where the types shown in the Project type field of the project record live: Implementation, Support, Migration, Consulting and the ones the company creates. With the right type, the project list filters and the portfolio groups by the nature of the work.
How to
How to create a project type
Click New, type the name (for example, Data migration), choose the order and, if you want, the color and a description of when to use it. When you save, the code is generated from the name and the type already appears in the Project type field of projects.
Rules
A type used by a project stays
A type used by any project cannot be deleted or deactivated: first change the type of those projects. Name, order and color can be changed at any time; the project starts showing the new name.
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