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How to Create a Custom Project Type

Step-by-step instructions for creating custom project types and selecting the correct category to support VST and reporting.

Introduction

Custom Project Types help organize your projects based on the kind of work being done—like Paving, Site Prep, or Bridge Demo. You can create names that match your internal terminology and assign them a Category so the system treats them correctly in Virtual Shift Tickets (VSTs) and reports.

This guide walks through how to create a new type and explains why the category selection matters.


Navigation

To access this feature:

Go to: Manage > Projects > Projects

Click the Project Types button at the top

Click the +New (red) button in the popup


Step-by-step Instructions

  1. Click Project Types

    • From the Projects page, click the Project Types button.

    • A popup will appear showing all current project types grouped by category.

  2. Click +New (Red) Button

    • Opens the Add Project Type popup.

  3. Enter a Name

    • Choose a label that reflects the kind of work the project involves.

    • Example: Paving, Night Shift Milling, Bridge Approach, etc.

  4. Select a Category

    • This step is critical. The Category determines how the system handles the project in VSTs and reporting.


Category Options and Their Purpose

Category

System Behavior

Asphalt Plant

Treated as a Source in VSTs

Aggregate Plant

Treated as a Source in VSTs

Job Site

Treated as a Destination in VSTs

Dump Site

Treated as a Destination in VSTs

Other

Not used in VSTs – good for Shops, Yards, etc.

Unauthorized Stops

Deducts time in VSTs and shows in red on LCA Graphs

⚠️ Reminder: If the category is not set correctly, VSTs may be incomplete or incorrect.


Save the Project Type

  • Click Save to add your new type to the list.

  • It will now be available for selection when creating or editing a project.


Best Practices

  • ✅ Use naming that makes sense to your operations (e.g., Day Shift Milling vs. General Paving)

  • ✅ Assign the correct category based on how the project will function in VSTs

  • ❌ Avoid duplicate names or using the same name across multiple categories

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