Every refurbishment project must have a project type assigned. Project types help identify the nature of the work being carried out, ensure consistency in reporting, and allow users to filter and manage projects more effectively.
If the required type is not available in the Project Type dropdown when creating a new refurbishment project, you can add it through Admin settings.
To add a new project type:
From the Admin area, click Project Ordering Settings.
Unlock the green padlock
icon.Click Add refurb type.
Enter the details for the new project type, such as the name and description.
Click Save.
📌 Note: Once added, the new project type will be available to all users creating refurbishment projects. Existing projects will not be affected.