Administrative Help

Editing Workspace Types

To edit a Workspace type:

On the Administration Home page, under Workspace Types, click Workspace Type List.
A list of existing Workspace Types displays.
Click the name of the workspace type you want to edit.
The Edit Workspace Type screen displays.
Edit the Workspace Type details as necessary.

Task History Log - Select this option if PPM should log task history for tasks in workspaces of this type. History is logged on the History Log tab of the Task Details. If this option is cleared any existing history is retained but no new history is added to the History Log.
Default Role for Workspace Creator - Set this option to specify the default workspace role the creator of a workspace of this workspace type will have.

This value defines the default role given to the user who creates a workspace of the workspace type you are editing.
Hierarchy Rules—Set or clear the options you want for the workspace type. The options you select impact whether or not the workspace type can be associated with a portfolio tab. For more information, see Workspace Hierarchy Rules and Portfolio Tabs.
Portfolio Tabs—Select the portfolio tabs you want this workspace type to be associated with. Clear any options you do not want the workspace type associated with.
This section only displays if the workspace type can be a top-level workspace For more information, see Workspace Hierarchy Rules and Portfolio Tabs.
Set Custom Display Field—This field is used for the "Auto Workspace Naming" feature and is limited to Default unless you have created custom text fields for this workspace type. You should only change this value if you are familiar with auto workspace naming, and understand the implications of making the change.
Important: Changing the Set Custom Display Field value will have significant impact on existing and future workspaces and requests created from this Workspace Type:
It will permanently change the names for all the workspaces and requests that were created from this workspace type. You cannot reverse this change. For more information, see About Auto-Workspace Naming.
If you select a value that does not include an incrementer, all workspaces and requests created from this workspace type will have the same name.
Next Item Number—The number in this field will be used for the next workspace number and, if you are using Auto-Workspace Naming, as the next number in the Item Number custom field.
Important: If you are using Auto-Workspace Naming you should not change this unless you are familiar with how custom workspace display names work. For details about creating an Item Number custom field, see Custom Workspace Names Step 2.
Workspace Item Number Incrementer Value—This is the amount by which Next Item Number will be incremented each time a new workspace is created. You should not change this unless you are familiar with how custom workspace display names work. Note: You cannot change this to a value that will result in a duplicate workspace number unless you use a value of 0 (zero). If you use a value of 0, a warning displays when you save the workspace type edits.
Enable External Billing—This setting determines if workspaces of the current Workspace Type include external billing fields. By default external billing is disabled. For more information about billing rates, see Enabling External Billing for Workspaces.
Track Time at the Workspace Level—This setting determines if workspace members will track their time against individual tasks, or against the workspace. By default this is disabled and time is tracked against tasks. For more information, see About Workspace-Level Time Tracking.
Task ETC auto-update—This setting determines if the task ETC (estimate to complete) value on a timesheet or task edit/update form will automatically update the planned work for the task when the timesheet is approved. For more information about task ETC, see About Task ETC.
Note: If your organization is using Percent Compete to track task progress, this setting will be ignored. See Editing Timesheets Properties.
Resource Allocations—To enable auto-approval of resource requests for workspace of this type, select Enable Resource Allocation Auto-Approval. If selected, any resource requests for a workspace created from this workspace type will be automatically approved.
Order Custom Fields— This allows you to order the custom fields associated with the Workspace Type. You can change the order by selecting a field and then using the buttons to move them up or down the current list.
Note: Custom fields are displayed after the native fields, with the first two fields being added at the bottom of the left side of the Workspace Profile, and all the rest added to the right side. Native fields cannot be reordered.
Set Workspace Type Applications—
Note: Changing the applications in a workspace type can have a significant impact on any existing workspaces created from that workspace type. For example, disallowing an application may result in the application and any associated data being deleted from existing workspaces.
To include an application in workspaces created from this workspace type, select the application.
To exclude an application in workspaces created from this workspace type, clear the application.
To require an application be included, select the application and Lock application?
To disallow an application from being included, clear the application and select Lock application?

Click Save to save the edits to the Workspace Type.