---
title: "Managing Project Types in Ontraccr"
url: "https://help.ontraccr.com/en/article/managing-project-types-in-ontraccr"
language: "en"
last_updated: "2025-06-06T22:56:08.828Z"
---

# Managing Project Types in Ontraccr

## 🏷️ **Managing Project Types in Ontraccr Overview**  
 

**Project Types** help you organize and categorize projects based on their nature — like **Service Jobs**, **Large Builds**, or **Commercial Projects**.

By setting up types, you can **filter, report, and customize views** more efficiently across the system.

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## 🎯 **Why Use Project Types?**

-   Group similar projects together
-   Improve filtering and reporting
-   Customize workflows based on type
-   Streamline your project dashboard view

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## 🛠️ **How to Create a Project Type**

1.  **Go to Settings → Customization → Types**.
2.  Choose the **Projects** category.
3.  Click the **Add** button to create a new type.
4.  Fill in the fields:
    -   **Type Name** (e.g., "Service Job", "Commercial Build")
    -   **Icon** (choose a logo or symbol to represent the type)
5.  Click **Save**.

✅ Your new Project Type will now appear in the left side menu, under Projects, Filters, Forms, and when creating/editing projects!

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## 🖊️ **How to Edit a Project Type**

-   Navigate to **Settings → Customization → Types → Projects**.
-   Find the type you want to edit.
-   Click **Edit** (pencil icon).
-   Update the name or change the icon as needed.
-   Hit **Save** to apply changes.

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## 🗑️ **How to Delete a Project Type**

-   Only delete a type **if no active projects are using it**.
-   Go to the Types list.
-   Click the **Delete** (bin) icon beside the type.

🛑 **Warning**: Deleting a type does not delete associated projects, but those projects will lose their categorization.

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## 🧩 **Using Project Types in Your Workflow**

### When Creating a New Project

-   In the **Project Info** step, select the appropriate **Type** from the dropdown.
-   If you don't select one, the project will default to **None**.

### When Filtering Projects

-   Use the **Filter** button on the Projects page.
-   Filter by any **Type** you've created to narrow down your list.

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## 🧠 **Tips & Edge Cases**

**Start simple**: Use broad categories like "Service" and "Construction" at first.

**Icons help** visually distinguish types — don't skip picking one!

**Different tabs per type**:

You can customize **which tabs appear** for each Project Type (explained separately under Tab Customization).

**If a type is missing** from your filter options, double-check if it was properly saved!

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## ✅ **Example Scenario**

Your company handles small maintenance jobs and large commercial builds.

You create two types:

-   "Service Jobs"
-   "Commercial Projects"

When filtering, you instantly find the right project group without clutter.

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## 🚀 **Summary**

Setting up and managing Project Types keeps your Ontraccr workspace clean, fast, and organized.

A few minutes spent setting up types saves **hours** later when filtering or reporting!