Project Type
Overview
Project Type — Business Overview
Project Type is a simple but important classification used in Dafater to define and standardize the different kinds of projects your organization delivers. It helps the business group projects under meaningful categories so they can be planned, managed, analyzed, and reported on consistently.
What Project Type Is Used For
Project Type is used to:
- Categorize projects based on their nature, purpose, or delivery model
- Ensure consistency when teams create new projects
- Support better reporting on project performance, profitability, and workload
- Align projects with business strategy, services, or client commitments
By assigning a Project Type, the business gains clarity on what kind of work is being executed and how it should be managed.
Prerequisites and Setup Requirements
Before using Project Type effectively:
- The business should clearly define the common categories of projects it runs
(for example: Internal Projects, Client Implementation, Maintenance, Research, or Construction)
- Management should agree on naming standards so everyone uses the same definitions
- Project owners and planners should understand when and how to select the correct Project Type
This setup is usually done once and reviewed periodically as business offerings evolve.
Typical Workflow and Business Usage
Define Project Types
Business or operations teams create Project Type records to reflect real business activities.Create a Project
When a new project is initiated, the user selects the appropriate Project Type.Plan and Execute
Teams use the Project Type as context for planning timelines, assigning resources, and setting expectations.Monitor and Report
Management can review projects grouped by Project Type to assess performance, cost, delivery timelines, or strategic value.
Project Type acts as a foundation for structured project management across the organization.
Key Business Scenarios Where Project Type Is Essential
Service-Based Businesses
Differentiating between implementation projects, support projects, and advisory engagements.Internal Operations
Separating internal improvement projects from revenue-generating client work.Management Reporting
Analyzing which types of projects consume the most resources or deliver the highest value.Growth and Planning
Understanding trends in project demand to guide hiring, budgeting, or service expansion.
Important Considerations for Users
- Always select the correct Project Type when creating a project to avoid reporting errors later.
- Keep Project Types simple and meaningful—too many categories reduce clarity.
- Review Project Types periodically to ensure they still reflect current business activities.
- Use Project Type consistently across teams to support accurate analysis and decision-making.
In summary, Project Type is a foundational classification tool in Dafater that brings structure, clarity, and insight to how projects are planned, executed, and evaluated across the business.
Basic Information
- Module: Projects
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| project_type | Project Type | Data | ✓ | - | Category defining project classification and workflows in Dafater. |
| description | Description | Text | - | Brief explanation outlining purpose, scope, and usage in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Projects Manager | ✓ | ✓ | ✓ | ✓ | ||
| Projects User | ✓ | |||||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Project | Linked from | Projects |
| Project Template | Linked from | Projects |