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Planner types classify planned work, such as Hardware, Software or Professional Services. They also supply the budget categories in Budgets. This guide is for MSP staff. These are shared settings for all your companies. Company administrators do not manage them.

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Before you start

  • Open Settings > Customization > Types and choose the Planner Types tab. The other tab, Device Types, has its own Add menu, so check the selected tab first.
  • Your Planner Types permissions decide what you can do:
  • Changes also need active billing. If a button works but saving is refused, ask your MSP administrator to check your Planner Types permissions and billing.
  • An older page at /settings/planner-types shows the same list but has no Add menu. Use Settings > Customization > Types to add types.

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Add one type

1

Open Add

Click Add in the page header, then choose Add Planner Type.
Planner Types Add menu offering Add Planner Type and Add Multiple.

Choose Add Planner Type for one row, or Add Multiple to enter several names.

2

Fill in the new row

A new row appears at the top of the list. Type a Name, and optionally a description.
3

Save the row

Click the green check to save, or the red cross to cancel.
4

Confirm

Wait for the success message and check that the row stays in the list.
A new row is not saved until you click the green check. Names are required, trimmed when saved and limited to 255 characters. A name that already exists is rejected.

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Add several types

1

Open Add Multiple

Click Add > Add Multiple. The Add Multiple Planner Types dialog opens.
2

Enter the names

Type one name per line. Empty lines are ignored. The dialog counts the items to create.
3

Click Create All

Click Cancel instead to leave without creating anything.
4

Read the messages

You get a success message and, if any failed, a failure message. Check the list before you retry missing names.
Each name is created on its own, so one failure does not stop the others. The dialog clears when it finishes, so keep your list until you have checked the result. Add Multiple does not set descriptions. Add them afterward with the pencil.

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Rename or describe a type

1

Click the pencil

Find the row and click its pencil button.
2

Edit the name and description

Change the text in the row.
3

Save

Click the green check, or the red cross to cancel.
Renaming changes the live label everywhere the type is used, including Planner and budget forecasting. It does not create a second type or move any item to a different type. Approved budget snapshots keep the name that was recorded when they were approved.

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Set or remove the default

1

Click the star

Click the star on a row (Set as default). It saves at once, the row shows Default and the star fills in. Choosing another type replaces the previous default.
2

Remove the default (optional)

Click the filled star (Remove as default) to clear it. Nothing else becomes the default.
There is no Save button for the default. The default is the starting Type on a new Planner item that has none. Review the Type before you save, because templates and other ways of creating items can supply a different one. Changing the default does not reclassify existing items. To delete a type, see Delete or reassign Planner types.

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Troubleshooting

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Frequently asked questions

Settings > Customization > Types, the Planner Types tab, then Add > Add Planner Type.
No. The list is shared across all your companies.
No. It opens a new row. Click the green check to save.
Yes. Use Add Multiple, one name per line, then Create All.
No. Names save independently.
No. An exact duplicate name is rejected.
Yes, live budget forecasting uses the new label. Approved snapshots keep the old one.
No. Setting a new default replaces the old one. You can also clear the default.
Delete needs Manage for Planner Types and can require reassignment.