By the end of this article you'll be able to create custom Visi subtypes for your company, archive the ones you no longer need, and understand how your company subtypes flow through to every project. This can only be done by a Company Admin.
This is a Company Admin task. To control which subtypes are available on a specific project, see Manage Visi subtypes on a project.
Where to find your subtypes
In Company Setup, open the Visi types section in the left-hand menu. You'll find a page for each of the five core Visi types: Inspections, Defects, Issues, Tasks and Non-conformances.
Each page lists the platform subtypes provided by Visibuild (marked with a padlock) alongside any custom subtypes your company has created (marked with a shared icon), split across two tabs: Library and Archived.
Create a custom subtype
Open the relevant Visi type page (for example, Inspections).
Select + New, or + Add type at the bottom of the list.
Type a name and press Enter, or select Save.
Once saved, the subtype is immediately available on every project your company is part of. There is no extra step to push it out - it appears automatically. You can create custom subtypes for any of the five core Visi types.
Rename a subtype
Renaming a custom subtype updates it everywhere it is used - on templates, on existing Visis, and in filters. Choose names carefully, particularly once a subtype is in wide use across your projects.
Archive and restore a subtype
To archive a custom subtype you no longer need, select the ... menu next to it and choose Archive. Archived subtypes move to the Archived tab and stop appearing as an option when your team creates Visis.
To bring one back, open the Archived tab and restore it.
Archiving never affects existing Visis. Any Visi already created with that subtype keeps it, and the subtype stays available as a filter so you can still find that work.
What you can't do with platform subtypes
The out-of-the-box subtypes provided by Visibuild (the padlocked ones) cannot be renamed, archived or disabled - either in company setup or on a project. This ensures a consistent baseline for every company. You can only archive and manage the custom subtypes your company has created.
How your settings flow to projects
Everything you set up at the company level flows to your projects automatically. Your team does not need to do anything on a project to get the subtypes you have created - they are available by default.
A Project Admin can disable any of your company's subtypes that are not relevant to their project. They cannot create new subtypes or change the ones you have defined.
Partner companies on shared projects
If a subcontractor or other partner on a shared project has created their own custom subtypes, those subtypes appear automatically on every project that company is part of, including yours. This happens for all partner companies, not just subcontractors.
You cannot block or disable another company's subtypes on your project.
If a partner's subtypes are creating confusion or clutter, the right path is a direct conversation with that company. Ask them to review which subtypes they keep active in their company setup, or to disable the relevant ones on the project themselves. You can disable your own company's subtypes on a project, but not another company's.
What's next
Once your company subtypes are set up, see Manage Visi subtypes on a project for how subtypes are controlled and used on a project, or Understanding Visi subtypes for a full overview of how the system works.