---
title: "Set up and maintain project types"
url: "https://help.altus.pro/fr/article/set-up-and-maintain-project-types"
language: "fr"
last_updated: "2026-05-28T03:23:21.972Z"
---

# Set up and maintain project types

**Project Types** allow organisations to define structured templates for project creation, including standardised fields, governance controls, and reporting configurations.

Maintaining project types ensures consistency across projects and alignment with organisational processes.

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## Important: Permissions Required

This task is available to users with **administrative access to Settings in Altus**.

-   If you do not see the required options, you may not have sufficient permissions
-   Contact your system administrator to request access or support

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## Accessing Project Types

1.  Navigate to **Settings** from the change area picker.
2.  Locate the **Project Configuration** section
3.  Select **Project Types**

This area displays all existing project types configured in the system.

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## Creating a New Project Type

To create a new project type:

1.  Select **New Project Type**
2.  Enter the required details:
3.  -   **Name** – Clearly identify the project type
    -   **Description** – (Optional) Provide context for usage
4.  Configure tab visibility using the available toggle switches
5.  Assign or validate the **workflow (project lifecycle)**
6.  Select **Save**

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## Updating an Existing Project Type

To update a project type:

1.  Locate and select the **Project Type** from the list
2.  Update the required configuration:

### Tabs Visibility

-   Use the **toggle switches** to control which tabs are visible on the project record
-   Enable only the tabs required for the project type
-   This supports a streamlined user experience aligned with governance requirements

### Workflow (Lifecycle)

-   Navigate to the **Workflow** tab
-   Confirm the correct **project lifecycle** is assigned
-   Ensure the lifecycle aligns with how projects should progress (e.g. stages, approvals, phases)

1.  Select **Save** or **Save & Close**

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## Key Considerations

When maintaining project types:

-   Align tab visibility with **user roles and governance needs**
-   Ensure workflows reflect the **intended lifecycle and approval process**
-   Avoid exposing unnecessary fields or tabs to end users
-   Maintain consistency across similar project types

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## How to Use This Feature

Use Project Types to:

-   Standardise how projects are created
-   Control **what users can see and interact with**
-   Enforce **project lifecycle and governance processes**
-   Improve consistency and data quality across projects

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## Tips

-   Keep project types focused—avoid overloading with unnecessary tabs
-   Review workflows regularly to ensure they reflect current governance
-   Test changes before applying them broadly across projects