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Define project item types

Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Project Item Type.

1. To add a new project item type, click Add.
2. Enter the Name of the project item type.
3. Use the Display Features tab to select the information that you want to display and record for the project item. For example, you can display general information such as the item description and status, display costing information such as cost units and budgets, or display charging information such as revenue budgets.
4. On the Additional Information tab, tick the items of additional information that you want to display and record with items of this type that you create.
5. Use the Integration tab to specify how the project item type is integrated with other modules and activities in Sage 200.
6. Use the Defaults tab to specify a range of settings for the item; such as its status, billing method, time and materials pricing rules, and default nominal codes.
7. Click OK to save the new project item type.

8. You can also copy the project item details so that you can use them again.

   Copy project item details

   1. To copy a project item type click Copy. The copied item has the same name as the original with the addition of 1, 2, 3 and so on.
   2. Enter a new Name if required.
   3. Change the Display Features, Additional Information, Integration and Defaults, if required.
   4. To save the copied item, click OK.

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