RapidStart CRM Project Management Option Set Setup

The RapidStart CRM Project Management Addon includes three Global Option Sets that you may want to edit to meet your needs. They are:

  • Project Type
    • Internal
    • External
    • Special
  • Project Category
    • Large
    • Medium
    • Small
  • Project Task Category
    • Setup
    • Execution
    • Close Out

You should not alter any other Option Sets as they are used by the application.

To modify the options, a user with the System Administrator or System Customizer role can go to https://make.powerapps.com/

Confirm or select the environment where you installed the addon, and then open the “Default” solution.

In the default solution, select “Choices” and locate the one(s) you want to edit. Example “Project Type”, click to edit

Click the three dots (1) to edit or remove an existing option; Add a new option (2); when finished click Save (3)

After you save, click “Publish” and your options will be updated in the app(s).