‘Project Types’ are typical jobs your firm performs on an ongoing basis. For instance, if you are a digital agency, a project type may be Website Design.

Project Types are linked to many useful actions and reports in e·silentpartner including Estimates, Project Plans, and management income statements by Project Type, to name a few.

To add a new project type, navigate to Jobs > Admin > Type and click on the + in the upper right corner.

  • In our example, we have added SM as the Plan ID and Social Media as the name of the Project Type.
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Leave the template only box unchecked and check both company boxes if you wish to use the template in multiple companies within the database.