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Understanding the Custom Project Types

Learn how to view, add, and manage custom project types, including how category selections affect VST functionality.

Introduction

Custom Project Types allow you to organize your projects using terminology that reflects your company’s operations. These types can be as general as “Earthmoving” or as specific as “Paving – Night Shift.” Assigning project types makes reporting easier and ensures the system treats the project correctly—especially if you're using

Virtual Shift Tickets (VSTs).

This article explains the layout of the Custom Project Types popup, how categories work, and what each part of the interface does.


Navigation

To access this feature:

Go to: Manage > Projects > Projects

Click the Project Types button at the top of the page.


Popup Overview

When you click Project Types, a popup window appears. It includes:

  • A list of all existing custom project types grouped by category

  • A +New (red) button to add a new custom type

  • The ability to click an existing type to make changes

📝 To Edit a Custom Project Type:

  • Click on the name of the type you want to change

  • A popup will open where you can update the Name and Category

  • Click Save to apply your changes

🔒 Edits apply immediately and may impact how projects behave in reporting or VSTs.


Custom Project Type Structure

Each project type has two components:

  1. Name – This is how you identify the type internally. Example: Paving, Night Haul, Bridge Work

  2. Category – This determines how the system treats the project, especially for VST processing.


Available Categories and What They Mean

Category

Purpose

Asphalt Plant

Identifies the project as a source location for VSTs.

Aggregate Plant

Identifies a source location for rock, sand, or gravel.

Job Site

Treated as a destination in VSTs (where material is delivered).

Dump Site

Used for load destinations like landfills or spoils areas.

Other

Used for locations that should not appear in VSTs (e.g., shops, yards).

Unauthorized Stops

Identifies off-limits locations. Time spent here is deducted from VSTs and shown in red on the LCA graph.

📌 Note: Only the first four categories (Asphalt Plant, Aggregate Plant, Job Site, Dump Site) are considered in VST calculations.


Why Category Selection Matters

The Category you assign determines:

  • Whether the project can be selected as a Source or Destination in Virtual Shift Tickets

  • Whether time spent at the zone counts toward production or is flagged as non-productive

  • Whether the location is visible at all in the VST flow

⚠️ Incorrect categories can cause VSTs to fail or report inaccurate data. Be sure to assign categories carefully.


When to Use "Other" or "Unauthorized Stops"

Use Other for locations like:

  • Maintenance yards

  • Equipment staging areas

  • Office trailers

Use Unauthorized Stops when you want to:

  • Mark areas where trucks should not be stopping

  • Visually highlight non-productive time on the LCA Graph

  • Exclude that time from shift totals in the VST

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