# Project Types

Project types let organization admins define a shared taxonomy for classifying projects — for example, Residential, Commercial, Infrastructure, or Mixed-Use. Once created, any project owner or org admin can assign a type to a project.

## Who can manage project types

| Action                            | Required role                          |
| --------------------------------- | -------------------------------------- |
| View available types              | Any org member                         |
| Assign or change a project's type | Project Owner, Org Admin, or Org Owner |
| Create, edit, or delete types     | Org Admin or Org Owner                 |

## Creating a project type

1. Go to [Organization Settings > Projects > Project Types](https://app.cogram.com/dashboard/settings/admin/projects/project-types).
2. Click **Add Type**.
3. Enter a name (e.g., "Residential").
4. Optionally pick a color. The color appears as a badge in the project list.
5. Click **Add**.

The new type is immediately available for assignment across all projects.

## Bulk uploading project types

If you already maintain your project taxonomy in another system, you can upload it instead of creating each type by hand.

1. Go to [Organization Settings > Projects > Project Types](https://app.cogram.com/dashboard/settings/admin/projects/project-types).
2. Click **Bulk upload**.
3. Drop a **CSV**, **Excel** (`.xlsx`, `.xls`), or **JSON** file (up to 5 MB), or click the drop zone to browse.
4. Click **Next**. Cogram parses the file and shows a preview.
5. In the preview, deselect any rows you don't want to import, and edit names or colors inline if needed. Rows flagged **Will skip (exists)** match a type that already exists; rows flagged **Duplicate in file** repeat another row in the upload.
6. Click **Create N types** to finish.

**File format:**

* Cogram looks for a column named `name` (or `type`, `project_type`). If no column matches, the first column is used as the name.
* An optional `color` column (or `hex`) sets the badge color — use a hex code like `#3B82F6`.
* Click **Sample CSV** in the upload dialog to download an example.

Existing types with the same name are skipped, not overwritten. Cogram reports how many types were created, skipped, or errored after submission.

## Editing a project type

1. Go to [Organization Settings > Projects > Project Types](https://app.cogram.com/dashboard/settings/admin/projects/project-types).
2. Click the pencil icon next to the type you want to edit.
3. Change the name or color.
4. Click **Save**.

If the type is already assigned to projects, Cogram shows a confirmation dialog listing how many projects will be affected by the rename.

## Deleting a project type

1. Go to [Organization Settings > Projects > Project Types](https://app.cogram.com/dashboard/settings/admin/projects/project-types).
2. Click the trash icon next to the type, or select multiple types and click **Delete**.
3. Confirm the deletion.

Projects that were using a deleted type will have their type cleared (set to none). No other project data is affected.

## Assigning a type to a project

You can assign a type when creating a project or at any time afterward.

**During project creation:**

1. Go to [Projects](https://app.cogram.com/dashboard/projects/) and click **New Project**.
2. In the **Basics** step, select a type from the **Project Type** dropdown.
3. If the type you need does not exist, click **Create new type** to add one inline (requires Org Admin or Org Owner role).

**On an existing project:**

* **From the** [**Projects**](https://app.cogram.com/dashboard/projects/) **list:** In the **Type** column, click the type badge to change it, or hover an empty cell and click the **+** to set one. Choose **None** to clear it. (The card view shows a project's type when set, but you set or change it from the list.)
* **From the project sidebar:** Open the project, then click the type badge under **Project Type** in the sidebar.
* **From Project Settings:** Open the project and go to **Settings** (Org Admins/Owners can also reach it from the project's **Project Settings** action in the admin [Projects](https://app.cogram.com/dashboard/settings/admin/projects) table). Pick a type from the **Project Type** dropdown and save.

Org Admins and Org Owners can click **Create new type** at the bottom of the picker dropdown to add a new type inline without leaving the project.

## Assigning a type to multiple projects at once

Org Admins and Org Owners can bulk-assign a project type from the admin [Projects](https://app.cogram.com/dashboard/settings/admin/projects) table:

1. Select the projects you want to update using the row checkboxes.
2. Click **Set type** in the bulk-actions bar.
3. Pick a type from the list, or choose **Clear type** to remove the type from every selected project.

Cogram updates each project and shows a confirmation toast. If any updates fail, the selection is kept so you can retry the failed ones.

## Filtering projects by type

On the [Projects](https://app.cogram.com/dashboard/projects/) page, click **Filters** to open the filters popover. Under **Project Type**, check one or more types to narrow the list.

You can also search for projects by type name using the search bar. Typing a type name (e.g., "Residential") returns projects assigned to that type.

## Searching by project type

Project type names are included in search results across Cogram:

* **Project list search** — type names to find projects of that type.
* **Global search** (Cmd+K / Ctrl+K) — project results include the type name as metadata.
* **Assistant resource picker** — type a type name to find matching projects when adding context.


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