To add Project Categories:
- From the main menu, click on and then Company Settings.
- In the Projects & Tasks section, click Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Project Management section, click on Project Categories.
- On the Project categories windowIn the new pop-up, click the Add linkbutton.
- On the Add Project Category pop-up window, type Type name of the project category in the Name box.
- In the Description box, type the description and click Save. The New new project category is added for projects.
To edit Project Categories:
- From the main menu, click on and then Company Settings.
- In the Projects & Tasks section, click Project Categories.
- Click Edit icon under the Action column for the project category you wish to edit.
- In the Edit Project Category dialog box, edit the details and click Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Project Management section, click on Project Categories.
- Click on the pencil -shaped icon besides the category name to edit it.
- In the new pop-up, make the necessary changes and click on Save. The project category is edited.
To delete Project Categories:
- From the main menu, click on and then Company Settings.
- In the Projects & Tasks section, click Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Project Management section, click on Project Categories.
- Click Delete icon under the Action column for the project category Click on the delete icon besides the category name you wish to delete.
- You need Click on Yes to confirm the deletion by clicking on Yes.
- Select a category to move the projects.
- Click . Now, you need to pick a new category to reassign all the projects to and then click on Delete. The project category is deleted.
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Deleting a category will prompt the user to move all projects to a different category. However, whereas the custom fields attached only to that category will be deleted permanently. |