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How to Manage Project Types

Project Types categorize the kind of work a project or quote represents.  For example, Residential, Commercial, New Construction, or Inspection. Each type also carries a color that appears as the map marker for projects of that type on the project map view, making it easy to visually distinguish work at a glance.

Managing Project Types

Navigate to Settings → Project Types to view, add, edit, or remove types.

Fields on each project type:

  • Description (required) — The label that appears in the Project Type dropdown on project and quote records.
  • Color (required) — The color used for map markers for projects of this type. Pick a color using the color selector — each type should have a distinct color so the map stays readable.

Adding a New Type

  1. Go to Settings → Project Types.
  2. Click Create New.
  3. Enter a Description.
  4. Select a Color using the color picker.
  5. Click Save.

The new type is immediately available in the Project Type dropdown on project and quote records.

Editing a Type

  1. Click the Edit link next to the type.
  2. Update the description or color.
  3. Click Save.

The updated label and color reflect immediately on all project and quote records using that type, including the map view.

Deleting a Type

Click Delete next to a type and confirm on the following page. If the type is assigned to any project or quote, Kudurru will block the deletion and display a warning. Reassign those records to a different type first, then delete.

Where Project Types Appear

  • Project records — Type dropdown on the project edit page
  • Quote records — Type dropdown on quotes
  • Project map — Each project's map marker is colored by its type
  • Project filters — Filter your project list by type to focus on a specific category of work
Assign distinct colors to each type. The map is only useful if the colors are visually different from one another — avoid using two shades of the same color.
Align types with how you quote and staff work. If residential and commercial jobs have different workflows, materials, or pricing, making them separate types lets you filter and report on them independently.
Apply types to quotes too. When a quote converts to a project, the type carries over.  Setting it on the quote means one less thing to fill in during project setup.