What Are Project Categories and Types?
A Project Category these are the high-level buckets that describe the general nature of the project. Think of categories as the "what kind" of project it is at a high level.
A Project Type offers a more specific label within a category. They provide a way to differentiate similar projects that might share the same category but have important operational differences. Think of types as the "specific kind or context" of the project.
Accessing Project Categories and Types
Click the hamburger menu (☰) in the top left corner of your ProLine account.
Scroll down and select "Company Settings"
A new window will appear in your browser
Select the tab on the left side labeled "Projects"
This will expand an additional dropdown to view the "Types" and "Category" tabs.
This section allows you to view, edit, or customize the categories and types associated with your projects.
Default Configuration
By default, ProLine includes the following:
Project Categories:
Residential
Commercial
Project Types:
Retail
Insurance
These defaults serve as general classifications to get you started but are fully customizable to suit your organization's needs.
Customizing Categories and Types
You can easily modify the default project categories and types:
To add new items, scroll to the bottom of the Project Categories or Project Types list and click Add Category or Add Type.
To delete an item, click the trash icon next to the category or type name.
You can also edit a category or type by clicking directly on its name.
Customization Tips
You’re not locked into the default values. Many teams rename or expand categories and types based on how they organize work. Some ideas include:
Categories: “New Construction”, “Remodel”, “Warranty”
Types: “Residential Insurance”, “Storm Restoration”, “Retail Build-Out”
Customizing these fields helps ensure your projects align with your business logic, improving both visibility and reporting accuracy.
How Categories and Types Are Used
1. Project Details Panel
Within any individual project, the selected category and type appear in the Project Details section (located on the left side of project view). This gives team members immediate visibility into how a project is classified.
2. Reporting and Exporting
Categories and types act as filters that can be used in reports and data exports.
This makes it easy to pull summaries or performance insights for specific types of work (e.g., comparing Retail vs. Insurance projects).
3. Kanban Views on Boards
These labels allow you to customize the project view on your Boards page.
For example, you could choose to display only Commercial projects, or segment your board by project type for better visual management.
4. Stage Triggers
If your workflow uses stage triggers, categories and types can be leveraged to automate transitions or prompt specific actions when certain criteria are met.
To learn more on stage triggers and how to configure them, follow the link here.