Categories Project Types help you to organize your projects just as you use folders to organize documents. You can analyze important statistics like billing, expenses, and cost per project category; thus understanding which type of project is more beneficial. You can attach custom fields to project categories which type which help you to capture custom information for a project.
For instance, a software development firm may have categories types like Website Development and Custom Software Development. The Website Development category may have custom fields like Content Provided By, Advance Amount and so on; while for the Custom Software Development, there may be fields like Preferred Technology and Browsers to be supported.
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- On the New / Edit Project window, click the Custom Fields tab.
- From the Category drop-down list, select the applicable project categoryType.
- Click Submit. The category type is selected for the project.
- Any custom fields attached to the category type are refreshed and will appear in the Custom Fields tab.
To Add, Edit and Delete Project Categoriestypes, Click here.