# List of Types

## Types restrictions

Allows to limit values displayed in the list of values for each element type.

Restrictions can be defined for a project, a project type or a profile.

Note

Types restrictions section on Project screen

To display types restrictions section: Go to Global parameter > Tab Activity > Controls and Restrictions Section “allow type restriction on project” must be set to “Yes”. Possibility to define more restrictions to a project against restrictions defined at the project type level.

Type restriction management

1 - Click on “Restrict types” button to display the dialog box.

2 - For each element type, select values that will be in the list of values displayed.

By default, if no type of element is selected, all the values of the line will be displayed on each screen that will be affected.

(An example of selection below)

Displays element type names where a restriction is applied

Reminder : It means too, no restriction for remainding element types on each dedicated screen.

## Organization types

The type of organization allows you to define a common behavior on organizations.

Management of Organizations allows to edit the structure of the company in the frame of organizations

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the project type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Projects types

Project type is a way to define common behavior on group of projects.

Code of the project type

  Some important behavior will depend on code of the project type.

OPE : Operational project

Most common project to follow activity.

All new types are created with OPE code.

ADM : Administrative project

Type of project to follow non productive work : holidays, sickness, training, …

Every resource will be able to enter some real work on such projects, without having to be allocated to the project, nor assigned to project activities.

Assignments to all project task will be automatically created for users to enter real work.

TMP : Template project

These projects will not be used to follow some work.

They are just designed to define templates, to be copied as operational projects.

Any project leader can copy such projects, without having to be allocated to them.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the project type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Billing type | Will define billing behavior (see: Incomes).
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Tickets types

Ticket type is a way to define common behavior on group of tickets.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Activities types

Activity type is a way to define common behavior on group of activities.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Default planning mode | Default planning mode for type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Milestones types

Milestone type is a way to define common behavior on group of milestones.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Default planning mode | Default planning mode for type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Budget types

Budget types are a way to define the best budget for each project/activity.

Estimated budget, cash, investment, sale …

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Call for tender types

The types of calls for tenders make it possible to define the best procedure for launching calls with respect to the organization of your company:

the open, restricted tender, with minimum capacity requirements or pre-selection;

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Supplier contract types

Supplier contract types are a way of defining the type of contract with a supplier.

Types of contract are already pre-registered: management assistance, hosting, technical improvement or Maintenance and support

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Client contract types

Client contract types are a way of defining the type of contract with a client.

Types of contract are already pre-registered: management assistance, hosting, technical improvement or Maintenance and support

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Provider tender types

Quote types allow you to organize and categorize the different offers received by your suppliers

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Order to Provider types

Vendor order types categorize the subject of the request: service or product

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Provider bill types

There is a wide variety of invoice types. Each one is used in specific circumstances and requires the respect of protocols concerning their constitution and their emission.

You can create as many invoice types as you need.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Payments to provider types

Payment type is a way to define common behavior on group of payments.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Individual expenses types

Individual expense type is a way to define common behavior on group of individual expense.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Project expenses types

Project expense type is a way to define common behavior on group of project expense.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Expenses details types

Expense detail type is a way to define common behavior and calculation mode on group of expense details.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Sort order | Number to define order of display in lists.
Value / unit | Define calculation mode for the detail type.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

Field Value / unit

- If unit is set and not value, this line will be imputable.

- If both unit and value are set, the line will be read only.

- Result cost will be the multiplication between each of the three non empty line values.

Section Scope

Field | Description
--- | ---
Individual expense | Details type of individual expense.
Project expense | Details type of project expense.

## Client Quotations types

Customer quote types allow you to define common behaviors on a quote group, such as the type of billing that will be applied

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Client order types

Client order types allow you to define common order behaviors, such as billing

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Client Bills types

Bill type is a way to define common behavior on group of bills.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Client payments types

customer payment type defines how the customer will pay the bill

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Catalog types

catalog types allow you to defune what type of item you produce or sell to your customers: products, services …

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Risks types

Risk type is a way to define common behavior on group of risks.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Opportunities types

Opportunity type is a way to define common behavior on group of opportunities.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Actions types

Action type is a way to define common behavior on group of actions.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Issues types

Issue type is a way to define common behavior on group of issues.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Meetings types

Meeting type is a way to define common behavior on group of meetings.

Note

Meeting type is also used for periodic meetings definition.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Change requests types

The change request type is a way to define common behavior on a group of particular requests.

Several types are pre recorded: recurring problems, technical and functional improvement, regulatory constraint and process and quality.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Decisions types

Decision type is a way to define common behavior on group of decisions.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Asset types

Question type is a way to define common behavior on group of questions.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Questions types

Question type is a way to define common behavior on group of questions.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Messages types

Message type is a way to define common behavior on group of messages (appearing on today screen).

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Color | Display color for messages of this type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Documents types

Document type is a way to define common behavior on group of documents.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Contexts types

Context types are used to define the environmental context to describe ticket or test case.

Only three context types exist, corresponding to the three selectable fields. (Environment, OS and Browser)

Note

- Only the name of the context types can be changed.

- No new context type can be added.

- No context type can be deleted.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Description | Description of the type.
Closed | Box checked indicates the type is archived.

## Requirements types

Requirement type is a way to define common behavior on group of requirements.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Test cases types

Test case type is a way to define common behavior on group of test cases.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Test sessions types

Test session type is a way to define common behavior on group of test sessions.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Default planning mode | Default planning mode for type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Customers types

Customer type is a way to define different kinds of customers (prospects or clients).

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Providers types

Provider type is a way to define different kinds of providers.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Products types

Product type is a way to define common behavior to group of product.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Components types

Component type is a way to define common behavior to group of component.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Product version types

Product version type is a way to define common behavior to group of Product version.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Component version types

Component version type is a way to define common behavior to group of Component version.

Section Description

Required fields
Field | Description
--- | ---
Id | Unique Id for the type.
Name | Name of the type.
Code | Code of the type.
Workflow | Defined the workflow ruling status change for items of this type (see: Workflow).
Sort order | Number to define order of display in lists.
Closed | Box checked indicates the type is archived.
Description | Description of the type.

## Behavior section

This section is common to several element types.

Allows to determine some GUI behavior, according to element types.

Note

Depending on the element type the following fields can be displayed.

Description or Comments

- Box checked indicates the field Description is mandatory.

Responsible

- Box checked indicates the field Responsible is mandatory when the status to treatment of the item is “handled”.

Result

- Box checked indicates the field Result is mandatory when the status to treatment of the item is “done”.

Flag status

- Fields: Lock handled, Lock done, Lock closed and Lock cancelled

- Those fields allow to determine whether the checkbox fields concerned are locked or not.

- When a flag status is locked, move to this status through status change.

### Project

Hat Project

- The definition is made by the project type, you define that certain types of projects can not have activities, only subprojects or milestones.

Lock solved

- Box checked indicates the field Solved is read only.

- The value of field must come from the field “Solved” defined in the selected resolution.

### Ticket

Resolution

- Box checked indicates the field Resolution is mandatory when the status to treatment of an item is done.

Lock solved

- Box checked indicates the field Solved is read only.

- The value of field must come from the field “Solved” defined in the selected resolution.