Configuring project types in Project Workspace

concept australia Updated Sep 28, 2026 1 min read configuring-project-types-pw.md

Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.

A project type combines a dynamic category, a form view, and module visibility settings. For an overview of these components, see Project types in Project Workspace.

To configure a project type, complete the following tasks:

Create a dynamic category (optional)

A default dynamic category is available in the base system, so a custom dynamic category isn't required to create a project type. Create one only when projects of a type require custom fields that the default category doesn't provide. See Create a dynamic category for a project type.
Create a project type

Create the project type and define its form view, dynamic category, and visible modules. See Configure project type fields and layouts.
Create a dynamic category for a project type
Create a dynamic category to define the custom fields that appear on project records of a specific project type in Project Workspace.
Configure project type fields and layouts
Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.

Parent Topic:Configuring Project Workspace

Keywords project typedynamic categorycustom fieldsenterprise-wide deploymentEWD

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---
title: Configuring project types in Project Workspace
description: Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/configuring-project-types-pw.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: concept
last_updated: "2026-09-28"
reading_time_minutes: 1
keywords: [project type, dynamic category, custom fields, enterprise-wide deployment, EWD]
breadcrumb: [Configuring Project Workspace, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Configuring project types in Project Workspace

Configure project types so that each type of project in Project Workspace has its own custom fields, form view, and visible modules.

A project type combines a dynamic category, a form view, and module visibility settings. For an overview of these components, see [Project types in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/project-types-in-pw.md).

To configure a project type, complete the following tasks:

-   **Create a dynamic category \(optional\)**

    A default dynamic category is available in the base system, so a custom dynamic category isn't required to create a project type. Create one only when projects of a type require custom fields that the default category doesn't provide. See [Create a dynamic category for a project type](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/create-dynamic-category-pw.md).

-   **Create a project type**

    Create the project type and define its form view, dynamic category, and visible modules. See [Configure project type fields and layouts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configure-project-type-pw.md).


-   **[Create a dynamic category for a project type](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/create-dynamic-category-pw.md)**  
Create a dynamic category to define the custom fields that appear on project records of a specific project type in Project Workspace.
-   **[Configure project type fields and layouts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configure-project-type-pw.md)**  
Define custom fields, a unique form layout, and the visible modules to support configuration independence across different types of projects.

**Parent Topic:**[Configuring Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/configure-pw.md)