Project Type is more than a way to group similar projects. This powerful feature enables you to create dynamic associations that can automatically generate Workflow and Dimension sets for your projects.
The Project Type selector comes pre-loaded with typical construction classifications, but you can also create your own Project Type categories to fit your project needs.
Pre-loaded Project Type categories include Addition, Bath Remodel, Commercial, Exterior, Large Remodel with Addition, Light Commercial, Misc., Multi-family Residential, Office/Warehouse, Production Building, Remodeling and Single-family Residential.
You can add, edit, or delete Project Type categories to define your project groupings; create a Workflow for each Project Type; and create a Dimension set for each Project Type.
On the ConstructionSuite interface, go to Tools > Options > Project Type Options.
Click the button next to the Project Type name at the top of the screen to open the Project Type selector.
Do one of the following:
To create a new Project Type, click the Add button in the toolbar. Enter a name for the new type and click OK.
To create a new Project Type from an existing one (complete with associated Workflow and Dimension set), click on the Type name to select it and click OK. Then, click the Copy button, enter a new name, and click OK.
To edit a Project Type category name, click on a Project Type name to highlight it, and click the Edit button in the toolbar. Enter a new name for the type and click OK.
To delete a Project Type, click on a Project Type name to highlight it, and click the Delete button in the toolbar. Click Yes to confirm the delete.
Click OK on the Project Type selector when done.
Add a Workflow or Dimension set by clicking on the [add new] button on the appropriate tab. For more information about these, see the instructions below.
If the Project Types options window is not already open, go to the ConstructionSuite interface, click Tools > Options > Project Type Options.
Click the button next to the Project Type name at the top of the screen to open the Project Type selector.
Use the checkbox to select a Project Type and click OK.
On the Workflows tab, click [add workflow]. The Edit Workflow Item window will open.
Enter a name for the Workflow Item in the text box.
Select an action type:
No Action will only list the item in the Workflow.
Launch Template will enable you to select a template from the Action window that opens.
Fire an Event will enable you to select an Internal or External Action from the window that opens.
& NOTE: Internal Actions are those that occur inside ConstructionSuite such as opening a project file, launching a wizard, creating a new To Do or Activity; and External Actions are those that occur outside of ConstructionSuite such as opening another program or launching a web site. If you choose to fire an external event, you will need to browse to the program or enter the URL of the web site in the section that appears under the action type selector.
Click OK. Repeat this process until you have finished creating the Workflow.
To rename an item in the Workflow, right-click on the item name and select Edit. Select item options and click OK.
To remove an item from the Workflow, right-click on the item name and select Delete. Click Yes to confirm.
& NOTE: You can also move items up and down within the Workflow, as well as outdent and indent items in the list. These options can also be found by right-clicking on an item name.
Click the Save button at the top of the window to save the Workflow to the selected Project Type. You can now access and use the Workflow for projects associated with the selected Project Type. To learn more about Workflows, see About Project Workflows.
If the Project Types options window is not already open, go to the ConstructionSuite interface, click Tools > Options > Project Type Options.
Click the button next to the Project Type name at the top of the screen to open the Project Type selector.
Use the checkbox to select a Project Type and click OK.
Click on the Dimensions tab.
Click [add dimension]. A new row will appear.
Type a Name for the Dimension. (Example: First Floor)
Enter a Value (Optional). (Example: 1200)
Select a Unit from the drop-down menu. (Example: Square Feet)
Repeat this process until you have entered all of your project dimensions. If necessary, you can use the Delete button on the toolbar to remove a dimension. You can also print your dimension set using the Print button on the toolbar.
Click the Save button at the top of the window to save the dimension set to the selected Project Type. You can now access and use the Dimension set for projects associated with the selected Project Type. To learn more about Dimensions, see Understanding Dimensions