Step 1: Accessing the Project Type Configuration

Let’s begin by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then select Master Data Management

Once the window appears, scroll down to the Projects section and click on Project Type.

This is where you define the different types of projects your organization manages — from client work to internal initiatives — and decide if each type supports parent-child relationships.

Step 2: Understanding the Purpose

Project Types allow you to categorize your projects based on structure, billing method, or purpose.

They help with:

• Applying consistent workflows for similar projects

• Automating reporting and time tracking rules

• Aligning billing logic (e.g., fixed price vs. time-based)

• Supporting hierarchical project tracking with parent-child relationships

You can also control whether a project type should be visible and available for selection using the Active toggle.

Step 3: Creating a Project Type

To add a new project type:

1. Click the “+” button in the top-right corner

2. Fill in the following details:

Project Type

Enter the name of the project type.

Example: Internal R&D

This could be used for research and development efforts that aren’t client-facing but require structured tracking.

Active Toggle

Enable the Active switch to make the project type selectable during project setup.

Only active project types can be used when creating or editing a project.

Parent Project Toggle

Turn this on if the project type supports hierarchical relationships, meaning projects of this type can have sub-projectsunderneath them.

This is useful when managing complex initiatives where one umbrella project contains multiple smaller workstreams.

Step 4: Example Setup

Let’s create a project type for Internal R&D:

• Project Type: Internal R&D

• Active: ON

• Parent Project: OFF (since each R&D effort is likely independent)

Alternatively, for larger programs like Client Implementation Program, you may enable the Parent Project toggle so multiple sub-projects (e.g., data migration, onboarding, training) can be tracked separately but linked together.

Click Save to complete the configuration.

Step 5: Editing or Deactivating a Project Type

To modify an existing project type:

• Click the name from the list

• Make changes to the name, Active status, or Parent Project setting

• Click Save or Save & Close when done

Deactivate a project type if it’s outdated or no longer relevant to your current workflow strategy.

You’ve now successfully:

• Accessed the Project Type module

• Created and activated a new project type

• Understood how and when to use the Parent Project option

• Edited or deactivated project types based on your evolving needs