Project families

Project families allows you to divide the created projects according to your needs.

This setup is available from Tools > Setup > General setup > Projects > Project families.

Field Description
Code Specify a code for the project family.
Rank # Specify a rank number for the project family.
Label Specify a label for the project family.
Grouping Specify a grouping for the project family.
Valid until

Specify an expiration date. When the end date has passed, the family can no longer be used.

This field is not required.

Project type

Select the project type to apply to the project family:

External: Projects belonging to this project family will be of type External.

Internal: Projects belonging to this project family will be of type Internal.

All: Projects belonging to this project family will be of all types.