---
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


---

# Project type form

# Project type form {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Fields
on the Project type form and their descriptions
. Use this form to create a project type for
your projects.

## Access the project type form {#project-type-form-pw__section_access_project_type_form}

The project type form is separate from the project form. Use it to define your own project type, choose which modules the project shows in Project Workspace, and choose the form view to apply. To open the form, navigate to AllProject AdministrationProject types and select New. You can also open the Project Type \[project_type\] table directly.

After you create a project type, select it in the Project type field when you create a project. The project opens in Project Workspace with only the modules selected for that type. For more information, see [Project form in Project Workspace](https://www.servicenow.com/docs/6d2JcANADNnIB76bhM_tnw "Learn about the fields on the forms that you use to create a project in Project Workspace, either as a new project or from a project template.").
{#project-type-form-pw__table_project_type_config_form__entry__2}

| Field | Description |
|-|-|
| Label | Name of the project type configuration. |
| Name | ID of the project type. This field is automatically set to the label value. |
| Description | Enter a brief description explaining the configuration for project type. |
| Table | Project type to configure. Select the type for which you want to define custom fields and a form layout. |
| Dynamic category | Name of the dynamic category associated with this project type. The dynamic category defines the additional fields that appear on the project table alongside the default fields, and is automatically populated when the configuration is saved. |
| Form view | Name of the form view to render when this project type is assigned to a record. The form view is dynamically applied based on the project type. If you don't select a form view, the default view is used. |
| Show modules | Modules to show for projects of this type: Planning, Details, Resource, Docs, Analytics, RIDAC, Financials, and Status Report. All modules are selected by default. Clear the check box for any module that you want to hide. |
[Table 1. Project type form]

{#project-type-form-pw__table_project_type_config_form}

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