---
title: "Project Types"
id: "project-types"
project: "Revelation Server 2026"
url: "https://revelationhelpguide.clickhelp.co/articles/revelation-server-help-2026/project-types"
updated: 2025-10-10T21:41:00Z
---

# Project Types

![](/resources/Storage/revelation-server-help-2026/all-4.jpg)

[Add a Project Type](/articles/revelation-server-help-2026/project-types/a/Add)
 
[Edit an Existing Project Type](/articles/revelation-server-help-2026/project-types/a/Edit)
 
[Turn an Active Project Type Inactive or an Inactive Project Type Active](/articles/revelation-server-help-2026/project-types/a/Turn)
 
[Delete an Existing Project Type](/articles/revelation-server-help-2026/project-types/a/Delete)

Project Types are a logical grouping of projects for cost tracking purposes. Examples of cost centers are Retainers, Time and Materials and Projects.

 ![](/resources/Storage/revelation-server-help-2026/project-types/project-types-2024-01-03.png)

NOTES:
 
* You must have at least one Project Type added for the system to operate correctly.
* You can change the name from Project Type to what is appropriate for your company, in the Personalization section, if the module is active.

## Add a Project Type

* Click on Add New button at top right corner of list.

 ![](/resources/Storage/revelation-server-help-2026/project-types/project-types-2024-01-03-1.png)

* Enter a name for the Project Type
* If the project is to be active, ensure the Active box is checked
* Click on the Save icon when done or the Cancel icon if you don't want to save the Project Type

## Edit an Existing Project Type

* Click on the pencil icon to the right of the Project Type to edit

![](/resources/Storage/revelation-server-help-2026/Content/Administration%20%28project%20settings%20-%20project%20types%20-%20edit%20hover%29.png)

* Make any changes required to the Project Type
* Click on the Save icon when done or the Cancel icon if you don't want to save the changes.

## Turn an Active Project Type Inactive or an Inactive Project Type Active

* Click on the pencil icon to the right of the Project Type to edit
* To turn an active Project Type inactive, uncheck the Active box
* To turn an inactive Project Type active, check the Active box

![](/resources/Storage/revelation-server-help-2026/Content/Administration%20%28project%20settings%20-%20project%20types%20-%20active-inactive%29.png)
 
## Delete an Existing Project type

* Click on the trash can icon to the right of the Project type to delete

You will receive one of two messages

* If the Project Type is assigned to projects in the system, you will see the following:

![](/resources/Storage/revelation-server-help-2026/Content/Resources/Images/Project%20Type-Warning%20projects%20assigned_500x186.png)

* You will not be allowed to delete the Project Type until all projects are assigned to a new type

* If the Project Type does not have any projects assigned to it, you will see the following:

![](/resources/Storage/revelation-server-help-2026/Content/Resources/Images/Project%20Type-Warning%20intent%20to%20delete_377x176.png)

* Click OK to delete or Cancel to keep the Project Type