Project types

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 user-defined per company. You start with none — create them in the admin area when you're ready.

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 review reviewer is the client, not an internal user.

Applying a type to a project#

When you create a project, you can pick a type. Vellum uses the type's stages as the starting workflow. From that moment on, the project's stages are independent — editing the type later doesn't ripple into projects that already used it.

If you don't pick a type, the project starts with no stages and you can add them ad-hoc.