System Types Reference: P

You use system types to categorize objects such as activities, audience members, and materials. System types can also determine the extended attributes in an object. In most cases, you must define the system types for an object before you can add records for that kind of object.

P

Type Purpose Examples

Participants

This type classifies participant records, determines the extended attributes tracked for a given participant type, and enables reporting on the participant types that attend activities.
  • Marketing Department Employee
  • Technology Department Employee
  • Salesperson

Product Categories

This type groups similar products. Each category is part of a larger category hierarchy, enabling you to group products into product lines.
  • Software
    • Financial Software
    • Marketing Software
  • Hardware
    • Laptop Computer
    • Desktop Computer

Products

This type determines the extended attributes tracked for a product.
  • Consumer
  • Corporate

Programs

This type determines the extended attributes tracked for a program.
  • Convention
  • Holiday Party
Project Scaling These are the out of the box project scales that can be configured in the workflow template. Only Default will be active to start. The other four scales can be made active . The Title field can be modified for any scale.
  • Extra Small
  • Small
  • Default
  • Large
  • Extra Large

Projects

This type categorizes projects. Projects are associated with activities.
  • Collateral Creation
  • Packaging Review
  • RM Communication