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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a project type

# Configure project type fields and layouts {#ariaid-title1}

Release version: Brazil  
Updated September 28, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.

## Before you begin

* Install the SPM Enterprise-Wide Deployment application. For instructions, see [Install SPM Enterprise-Wide Deployment](https://www.servicenow.com/docs/w2B~zDUncR47i7N2ItqxuA "You can install the SPM Enterprise-Wide Deployment application (sn_spm_ewd) if you have the admin role.").
* Identify the dynamic category that defines custom project records fields associated with project type.  
  Note:  
  If the dynamic category doesn't exist or to create a dedicated dynamic category for a project type, see [Configuring the form layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US).
* Identify the form view that defines form layout for project records associated with project type.  
  Note:  
  If the form view doesn't exist or you want to create a dedicated form view for a project type use the Default SPM Dynamic Namespace only when defining a dynamic category. For more details, see [Create a dynamic category for a project type](https://www.servicenow.com/docs/D2h7t7Nt18swQ~Cn4ikzfA "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-pw__ul_k5d_lsc_mjc}

Role required: pps_admin

## About this task

Each project type configuration consists of a dynamic category, a custom form view, and module visibility settings. The dynamic category defines the custom fields scoped to that project type. The custom form view defines the
form layout rendered when that project type is assigned to a record. The module visibility settings define which modules appear in the Project Workspace menu for projects of that type. Custom fields don't appear on records of other project types and don't affect default fields.

## Procedure

1. Navigate to AllProject AdministrationProject types.
2. Select New to open the project type form.
3. Fill in the fields on the form.  
   For a description of the field values, see [Project type form](https://www.servicenow.com/docs/ilDmT667jvbc942TE7UCsA "Learn about the fields on the Project type form of the Project Workspace. Use this form to create a project type for your projects and choose which modules the project type shows.").
4. In the Show modules section, select the modules to show for projects of this type.  
   All modules are selected by default. Clear the check box for each module that you want to hide from the Project Workspace menu. Users still need the required role to access a shown module.
5. Select Save to create and save the project type configuration.

## Result

The project type configuration is saved and activated. Project records assigned to a project type display the custom form view, associated fields, and selected modules. Records assigned to other project types aren't
affected.

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