Customizing Project Types in Ontraccr
📄 Customizing Project Types in Ontraccr
Project Types in Ontraccr allow you to classify your jobs and customize their behavior. Each type can have unique tabs, templates, and workflows—giving you full flexibility to tailor the app for different types of work.
🧭 Where to Access Project Types
- Go to Settings.
- Click Customization.
- Select Types from the list.
- In the dropdown menu at the top, choose Projects.
🧰 What You Can Customize
Each project type can have:
- A custom label (e.g., “Commercial Install”, “Design-Build”)
- A unique set of enabled tabs (via the Tabs customization)
- Associated job costing, task, board, and contract templates
- Its own display name in menus (via Profile Names, if renamed)
🛠️ How to Create a New Project Type
- In the Types section, select Projects in the dropdown.
- Click Add
- Enter a name for the type.
- Click Save.
🧱 Use Case: Why Use Project Types?
Project Types allow you to tailor Ontraccr to multiple construction workflows:
| Type | Use Case Example |
|---|---|
| Commercial TI | Uses custom board templates for RFIs and a specific cost code template. |
| Service Work | Has fewer tabs, no contract tab, and different task templates. |
| Maintenance | Applies a recurring schedule template and includes a specialized inspection form. |
✅ Tips and Edge Cases
- Required for Tab Customization: Tabs are controlled per project type—so define types first before editing tab visibility.
- Consistency: Standardize type names to avoid confusion across teams.
- Can’t Rename Defaults: The default “Project” type can be edited but not removed—create new types as needed.