Item Types are a powerful part of ProWorkflow Nexus that allow you to track different types of aspects on your Project. Instead of only being able to track labor on a Task, you can track labor, units, or both on any kind of Item type that your workflow needs.
To manage the Item types in use on your account, navigate to your Settings and then select "Item Types" from the left-hand menu:
There are a handful of default Item types that every count starts with. You can also click on the "Enable Item Types" button to enable further Item Types:
On that screen just toggle the Item Type you wish to use to on, then click "Submit" to save your changes. You can also take the opposite step and toggle an Item Type off to remove it from your account.
Do you have a type of work that you wish to do that isn't listed here? No problem! Just pick any Item Type to use as a base, and toggle it on. Once the Item type is enabled, you can click on the Icon to change the Icon, the Name to change the Name, and the Description to change the description:
Managing Item Estimate and Bill Types
For any Item type you can also set the Estimate and Bill type, which affect how Items are tracked financially. To set the Estimate Type click in to the Estimate Type column against the Item Type you wish to change, and to set the Bill Type click in to the Bill Type column against the Item Type you wish to change.
For both Estimate and Bill Types you can choose to have no Estimate or Bill, or estimate/bill against Allocated Hours x Rates (for Time against Rates, typically used with labor), Unit Price (for Items with a fixed price per unit, like a material), or Hours Allocated + Qty which tracks both Time against Rates and fixed price per units (tracking both materials and labor):
How to Set or Change the Item Type of an Item
When you are creating an Item, you can change the Item Type by clicking in the Item Type box to the left of the creation module:
If you have already created an Item, and you wish to change the Item Type, open the Item by clicking on it, then click on the Item Type in the top left corner of the screen and select the Item Type you wish to change it to (please note, if you have an Item set to an Item Type which tracks time, and you have tracked time on that Item, you will need to delete the time records on that Item before you can change it to a unit-based Item Type which does not allow for tracking time):
