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Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Project type form

Fields on the Project type form and their descriptions . Use this form to create a project type for your projects.

FieldDescription
LabelName of the project type configuration.
NameID of the project type. This field is automatically set to the label value.
DescriptionEnter a brief description explaining the configuration for project type.
TableProject type to configure. Select the type for which you want to define custom fields and a form layout.
Dynamic categoryName of the dynamic category associated with this project type. The dynamic category defines the additional fields that appear on the project table alongside the default fields, and is automatically populated when the configuration is saved.
Form viewName of the form view to render when this project type is assigned to a record. The form view is dynamically applied based on the project type.

Parent Topic:Form field information for Project Workspace