Capital Project Tracking - Edit Project Type Settings

The Capital Project Tracker includes customizable settings that let you tailor the Tracker to fit your organization’s structure and workflows. 

• From the upper right corner of your Capital Project Tracker, select the Tracker Settings button.

Project Type settings provide templates for different categories of capital projects. Each template includes Phases and Action Items that are automatically applied when a project of that type is created. This ensures a consistent structure for data collection and minimizes the need to manually enter repetitive information during setup.

From the Tracker Settings navigation sidebar, select Project Type Settings to edit the name and add a brief description of the project type. From there, you can view and manage the phases for each project type by following these steps:

1. Select the name of a Project Type to view the Phases and Stand-Alone Costs that are included in the template for that specific Project Type.
2. To add Phases to this template, select the + Add Phase button
3. On the far right side of each row in the table, you can access the following:
   • Select the pencil icon to Edit the Phase or Action Item
   • Delete a Phase or Action Item by selecting the trash can icon
   • Select the drop down arrow to show Action Items for that Phase
4. Add Action Items by selecting the + Add Action Items button
5. To send the Project Type template to existing projects of this type, excluding projects that are synced with Capital Budgeting, select the Update Existing Projects button
6. Select Update Settings to save this Project Type template