Select Work Types for Your Plan

  • Updated

This article explains how to select Work Types for your Plan and hide those that are not needed.

Plan owners have the ability to choose which Work Types are accessible within their plans. The selection of Work Types is configured on a Plan-by-Plan basis, allowing for easy customization to meet the specific needs of you and your project team.

Note

This functionality will be available as part of the April 25, 2025 release.

  1. Click the Work Types menu, and select Select Work Types from the drop-down. The Plan Work Types form will open.

    Work_Types_Select_Work_Types.png

  2. Check the Work Types that will be available in this plan. Uncheck the Work Types that will be hidden this plan.

    Select_Work_Types_for_the_Plan.png

  3. Click Save. The options available in the Work Type menu will update based on your selections.

    Work_Type_Menu_Updated_Based_on_Selections.png

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