---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configuring project types in Project Workspace

# Configuring project types in Project Workspace {#ariaid-title1}

Release version: Australia  
Updated September 28, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.

A project type combines a dynamic category, a form view, and module visibility settings. For an overview of these components, see [Project types in Project Workspace](https://www.servicenow.com/docs/1~xh7TmhDo~BZRivaj094A "Administrators can define custom fields, a form view, and visible modules for each project type in Project Workspace without affecting default settings or other project types.").{#configuring-project-types-pw__configuring-project-types-pw-para-1}

To configure a project type, complete the following tasks:{#configuring-project-types-pw__configuring-project-types-pw-para-2}

Create a dynamic category (optional)
:   A default dynamic category is available in the base system, so a custom dynamic category isn't required to create a project type. Create one only when projects of a type require custom fields that the default category
    doesn't provide. See [Create a dynamic category for a project type](https://www.servicenow.com/docs/xlfTetqvKfjYHkS1uCTFXA "Create a dynamic category to define the custom fields that appear on project records of a specific project type in Project Workspace.").

Create a project type
:   Create the project type and define its form view, dynamic category, and visible modules. See [Configure project type fields and layouts](https://www.servicenow.com/docs/uNQb_b7VW1evkLQHdZhSng "Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.").
{#configuring-project-types-pw__configuring-project-types-pw-dl}
* **[Create a dynamic category for a project type](https://www.servicenow.com/docs/xlfTetqvKfjYHkS1uCTFXA)**   
  Create a dynamic category to define the custom fields that appear on project records of a specific project type in Project Workspace.
* **[Configure project type fields and layouts](https://www.servicenow.com/docs/uNQb_b7VW1evkLQHdZhSng)**   
  Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.