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To add Project Categories:

  1. From the main menu, click on Image Removed and then Company Settings.
  2. In the Projects & Tasks section, click Login with a user with administrator privileges and click on Administration option under the user profile.
  3. Under the Project Management section, click on Project Categories.
  4. On the Project categories windowIn the new pop-up, click the Add linkbutton.
  5. On the Add Project Category pop-up window, type Type name of the project category in the Name box.
  6. In the Description box, type the description and click Save. The New new project category is added for projects.

To edit Project Categories:

  1. From the main menu, click on Image Removed and then Company Settings.
  2. In the Projects & Tasks section, click Project Categories.
  3. Click Edit icon under the Action column for the project category you wish to edit.
  4. 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.
  5. Under the Project Management section, click on Project Categories.
  6. Click on the pencil -shaped icon besides the category name to edit it. 
  7. In the new pop-up, make the necessary changes and click on Save. The project category is edited.
     

To delete Project Categories:

  1. From the main menu, click on Image Removed and then Company Settings.
  2. In the Projects & Tasks section, click Login with a user with administrator privileges and click on Administration option under the user profile.
  3. Under the Project Management section, click on Project Categories.
  4. Click Delete icon under the Action column for the project category Click on the delete icon besides the category name you wish to delete.
  5. You need Click on Yes to confirm the deletion by clicking on Yes. 
  6. Select a category to move the projects.
  7. 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.
Info

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.