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All projects must have a defined Project Type in 10,000ft. A Project Type will associate all assignments of that project with a specific color, so you can easily see what types of projects your team is assigned to on the Schedule.
You can choose from one of three Project Types:
Confirmed Projects show as blue on the Schedule and project pages. Confirmed Projects have been approved to begin work. For consulting companies, these projects are typically billable and have a signed contract from the client.
Tentative Projects show as gray on the Schedule and project pages. These are projects that you would like to schedule, but have not yet been approved to begin work.
For consulting companies, you can create projects in 10,000ft before you have the signed contract from the client by designating a project as a Tentative Project type. This practice allows you to see the budgeting implications of the project on your resourcing plan before it begins. Once the contract is signed, you can change the Project Type to Confirmed.
Tip: A best practice is to determine when to add projects to 10,000ft. Many companies add projects as Tentative when they’re 75% sure they’ll be doing the work.
Internal Projects show as purple on the Schedule and project pages. Internal Projects are unique to your team or business. For consulting companies, these projects are typically non-billable.
Tip: If you’re tracking time in 10,000ft, you may want to create a few Internal Projects for your team to track their hours on general business activities, like team meetings, marketing, or new business development.