Project Types

Categorize projects by type: Residential, Commercial, Infrastructure, or any classification your firm uses. Project types appear in the project list, card view, and project sidebar.

As an org admin, you can create a shared set of project types (for example Residential, Commercial, or Infrastructure) that everyone uses to classify projects. 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.

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.

You can assign the new type to any project right away.

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.

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.

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.

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 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 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 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 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 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.

• Agent resource picker: type a type name to find matching projects when adding context.