Configuring general settings for project types

Apart from the name and description of the project type, general settings usually include locales, project attributes, and AIS properties.

Procedure

  1. In the Name box, enter the name of your new project type.
  2. In the Description box, enter a description for your new project type.
  3. Next to Due Date, select the Required check box if you want the Due Date field to be required when users create projects.
  4. In the Source Locale list, select the source locale of all the projects created with this project type.
  5. Next to Restrict Target Locales, select the Restrict check box if you want the projects created with this project type to be restricted to a number of target locales, and then choose those locales.
    The target locales displayed in the Available Target Locales list are the ones created on the Management > Business Rule Linkage > Locales page. This option becomes available only if you select the Restrict Target Locales check box. Use the arrows to add locales to the Restricted Target Locales list or to remove them. The locales you add to the Restricted Target Locales box are the ones available to users when they create projects using that project type.
  6. Next to Project Attributes, select the project attributes that you want users to configure when they create projects with this project type.
    The project attributes displayed in the Available Project Attributes list are the ones created on the Management > Administration > Customization page with the Attributes custom component type. Use the arrows to add project attributes to the Selected Project Attributes list or to remove them.
  7. Next to AIS Properties, select the AIS properties that you want to be associated with this project type.
    The project attributes displayed in the Available AIS Properties list are the ones created on the Management > Administration > Customization page with the AIS Properties custom component type. Use the arrows to add project attributes to the Selected AIS Properties list or to remove them.