Project Classes

The project class is used on portfolio entities (proposals and projects) and across standard dashboards and reports.

The platform comes with the seeded values in the table above. These can be deleted, deactivated or amended as required.

To obtain the full breakdown of where the project classes list is used, open the managed list as described below and click on the Used By tab. Refer to Managed Lists for further details.

Project classes are maintained as a managed list

Managed lists can be accessed from the Administration Workbench. From the menu, select Admin Center under the Administration section.

From the administration workbench, select Manage LIsts from the Master Data section.

Identify and click on the managed list PROJ - Project Category

Refer to Managed Lists for further details about editing the list.