Make the setup of your project categories in the system administration under Projects -> Project categories.
Project category is used to categorise a project’s purpose. With these groupings, you can map how much time your company spends on different areas. It could e.g. be market analysis, account management and internal time.
On the top of the page, you decide if project categories are activated and if the use of them is mandatory.
In the filter, you can choose to see active, inactive or all project categories. Click Show to update the list.
In the list you see the project categories available for the project managers when they create projects. You can click a category to change name and enter if it is active or inactive.
You can use the Select action menu to the right to delete, activate or deactivate one or more project categories.
Create new project category
- Click New project category
- Give the project category a name
- Click Save