Company types are the types of company that you can add into Projectal.  Examples of company types are subsidiary, partner, office and supplier.

You can see company types used in Projectal on the following screens:

• Companies screen
• Edit Company screen

The Company Type tab on the Lists screen is where you can add, edit, remove and reorder company type values in Projectal.

Getting to the Company Type tab on the Lists screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Lists button to display the Lists screen.
3. Click the Company Type tab to view the company type values.

Company Type tab toolbar

The Company Type tab toolbar has the following buttons:

• Add - to add a new company type value
• Edit - to edit the selected company type value
• Delete - to delete the selected company type values
• Move Down - to move the selected company type down in the list
• Move Up - to move the selected company type up in the list

Editing Company Types

Double-click on a cell to edit a value for the company type.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the company type value into another cell. 

Select a cell and press the DEL key to delete the value from the cell.

Tip: Setting the order of the values is useful since this is the order of the values that will displayed on screens across Projectal.  Typically, you may want the default or recommended value to be at the top of the list.  Or you may want the list to be ordered A-Z.

Tip: The Primary company type cannot be changed or removed from the list of company types.  It is the designated company type for the company that is licensing and using Projectal.