Step 1: Accessing the Item Type Configuration

Let’s start by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then select Master Data Management

A new window will pop up.

Scroll to the Items section and click on Item Type.

Step 2: Understanding the Purpose

Item types are used to categorize products and services, making it easier to manage your catalog and streamline your workspace.

They help:

• Simplify dropdowns and forms

• Reduce confusion by clearly grouping similar items

• Prepare for advanced configuration and logic

Item types also introduce two powerful toggles:

• Contract Item – if the item type should be available in contracts

• Project Item – if the item type should be used within projects

These settings allow you to control where item types appear and how they are applied.

💡 Over time, item types will integrate with additional modules across the system, offering even more flexibility.

Step 3: Creating an Item Type

To create a new item type:

• Click the “+” button in the top right.

• Enter the name of the item type (e.g., Software License, Consulting Hours, Hardware).

You will also see two toggle fields:

• Contract Item – Enable this if the item type is used in contracts

• Project Item – Enable this if the item type is used in projects

Select the appropriate options based on how you want the item type to behave.

You can then choose whether the item type should be active immediately.

In this example, we will activate both toggles but leave the item type inactive for now.

Click Save when you’re ready.

Step 4: Editing and Activating an Item Type

To update the item type:

• Click on the entry you created.

• This will open the detail/edit view.

Here, you can:

• Edit the name

• Adjust the Contract Item and Project Item toggles

• Change the Active status

Click Save to apply changes.

Use Save & Close only when you’re completely done, as it will close the Master Data Management window.

Step 5: Reviewing Item Type Logs

To view the change history:

• Click the (i) button in the top right.

In the logs panel, you’ll see:

• When the item type was created

• When and by whom it was last changed

• A full history of all changes, for auditing and traceability

You’ve now successfully:

• Created a new item type

• Configured its behavior for contracts and projects

• Edited and activated the type

• Reviewed its log history