Project Type Configuration

Modified on Tue, 16 Jan 2024 at 02:06 PM

User roles:  ✔ Application Administrator   ✔ Project Administrator   

We will explain in this article how to set up project types, project activities, project categories and project funding source.

Navigate to Administration Console from the dropdown menu under your Avatar.

Navigate to the Project Settings section of the administration console page and select Project Type Management.

The Project Type Management page allows you to configure the following data.

Data TypeDescription
Activity TypesThe types of projects that will be tracked in Fluid (e.g. Standard Project, Business As Usual, Small Enhancement, etc.). 
Once you have configured the project types you can then define the project activities that resources can book their time against based on the project type. 
The different categories that projects can be classified under (e.g. Infrastructure, Technology, Training, etc.

This allows an additional level of categorisation on projects for reporting purposes.
Name the various sources of funding that projects can be financed out of.

Setting funding sources allows you to filter financial reporting on the various funding 'buckets' to get a view of how project spend is tracking against each pot of cash

To add a new item, select the tab you need to add an item for and click on the Add Item button. Click on the pencil icon to update an entry or click on the cross icon to delete an entry.

Bulk Edit functionality

You can use of the bulk edit functionality to create, update or delete the project. Click on Export MetaData under the Tools menu to download the project data file. Select the Upload Metadata menu option to upload the updated file.

You can find the description of the file columns in the next section. Note that the data listed in the uploaded file will replace the existing list of project types, activities, categories and funding source. Therefore, if you need to delete an entry, simply delete the corresponding row in the bulk edit file.

Column description

The metadata file has four tabs.

Project Types Tab

Column & Title
A. ProjectTypeThe name of the project type
B. DefaultIndicates whether this project type is the default project type to be used when creating a new project. It is set as a Yes/No flag.
C. ColorThe colour to be used to represent this project type.

Project Sub-Activities Tab

Column & Title
A. ProjectSubActivityThe name of project activity.
B. ProjectTypeThe name of the project type the activity applies to.

Project Category Tab

Column & Title
A. IdThe Fluid unique ID for the category. Leave this value empty when creating a new category.
B. ProjectCategoryThe name of the project category.
C. ColorThe colour to be used to represent this project category.

Funding source Tab

Column & Title
A. IdThe Fluid unique ID for the funding source. Leave this value empty when creating a new funding source.
B. FundingSourceThe name of the funding source.

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