Project type form

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read
  • Fields on the Project type form and their descriptions . Use this form to create a project type for your projects.

    Table 1. Project type form
    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.