Categories 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 help you to capture custom information for a project.
For instance, a software development firm may have categories 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.
To select a project category:
- On the New / Edit Project window, click the Custom Fields tab.
- From the Category drop-down list, select the applicable project category.
- Click Submit. The category is selected for the project.
- Any custom fields attached to the category are refreshed and will appear in the Custom Fields tab.
To Add, Edit and Delete Project Categories, Click here.