Kavi® Status Tracker Help
The Add a Project Type tool is used to create a new Project Type. If your new type is similar to an existing Project Type and you would like to use the existing type as a model for your new type, use the Clone link to initiate the process. If you do use the Clone link, the Add a Project Type form is prefilled with values from the type you cloned, so all you have to do is change the name and edit the details as needed.
Project Types are templates used for projects in the Kavi Status Tracker. Each Project Type has a configured set of data fields, Project States and Activity Types. When a project is added, it is based a Project Type so that the appropriate states, activities and fields are available to collect and track the project.Back to top
Provide a name and description for the Project Type you want to add and select which states and custom fields will be available in projects based on this type. When you are satisfied with your settings, click the Add button.
After adding a Project Type, you need to finish the configuration process by selecting which Activity Types will be available in projects based on this type. To do this, use the Edit Associated Activity Types tool.
Enter a name for your new Project Type.
Enter a textual description for your Project Type.
- Project States
A list of available Project States is displayed. Select those that apply to this Project Type. The selected Project States will be available in all projects based on this Project Type.
This option is displayed if the Kavi Submissions module is enabled.
Select the ANSI BSR-9 Submission if this is a standards project that will be submitted to ANSI. Selection of this option makes the ANSI BSR-9 webform and related components available in projects based on this Project Type.
Your organization may have additional built-to-suit submissions available. Select any that should be available in this type of project.
A list of additional Project Data Fields is displayed. Select those that are appropriate for projects of this type. Projects based on this Project Type will have these fields in addition to the default Project Data Fields.
You've just added a new Project Type and the Project Type Details page is displayed for you to review your settings. You'll need to use the Edit Associated Activity Types tool to add Activity Types before this Project Type will be usable.