Kavi® Status Tracker Help
The Edit a Project Type tool is used to edit a Project Type. If this type is already in use, the changes affect all projects based on this type. You may edit the name, description, associated Project States, Submissions and additional project data fields.
If you want to change which Activity Types are available in projects based on this Project Types, use the Edit Associated Activity Types tool.
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
Edit this Project Type as desired. When you are satisfied with your settings, click Save.
The name of this Project Type.
The description of this Project Type.
The global list of available Project States is displayed. Project States that are checked are associated with this Project Type, and are available in projects based on this type. You may edit the associated Project States by adding or removing checks as desired.
This option is displayed if the Kavi Submissions module is enabled for your website. The ANSI BSR-9 Submission should be selected if this is a standards project that will be submitted to ANSI. Selection of this option makes the ANSI BSR-9 online form and related components available in projects based on this Project Type. Your organization may also have custom submission forms available.
All additional Project Data Fields are displayed. Those that are checked are currently associated with this Project Type. Projects based on this Project Type will have these fields in addition to the default Project Data Fields. You may edit this selection by adding or removing checks as desired.
You've just edited a Project Type and the Project Type Details page is displayed for you to review your settings. Your changes will go into effect immediately!