Project types
Project types define the stages and the expected duration of each. See how they work, how many each plan includes and how to apply them.
What it is
A project type is a workflow template that you define once for your company and reuse across many projects. Think "Renovation", "Licensing", "New Build". Each type has a name, an optional description, and an active flag.
Project types are defined by you, per company, in the admin area. How many custom types you can have depends on the plan: 2 on Free, 5 on Core and unlimited on Professional.
Stages on a type
The real value of a type is its stages. For each type you can configure an ordered list of stages, each with:
- Stage name — the label users see (e.g. "Schematic Design").
- Order — where it sits in the sequence.
- Default expected duration — used to seed the project's expectations.
- Is review step? — marks this stage as a checkpoint where work is reviewed.
- Is submission? — marks this stage as one where files are submitted.
- Is client review? — when set, the reviewer is the client rather than an internal user.
Applying a type to a project
When you create a project you choose its type, and Vellum stores the expected duration of each of the type's stages for that project. As the work moves on, the team records which stage the project is in — only the type's stages can be chosen — and the stage history keeps the date of every change.
A project without a type is still valid, but has no stages to track: to record stages, the project needs a type.