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Adding a project type

Note

This option pertains to the Hyperproof TPRM product line.

  1. From the menu, select Settings.

  2. Select Workflow Builder.

    The list of workflows displays.

  3. Click the Manage Project Type button.

    The Manage Project Types window displays.

  4. Click +Add.

    A new row displays in the Manage Project Types window.

  5. In the Project Type field, enter a project type name.

  6. Click the dropdown in the Workflow field and select an existing workflow. This workflow defines the steps for the project type.

  7. Click the dropdown in the Permission field and select one or more of the following options:

    Note

    If left blank, all users have access to this project type.

    • Admin - Administrators can access this project type.

    • Manager - Managers can access this project type.

    • User - Users can access this project type.

  8. Click Save.

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