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Adding, Editing, and Deleting Project Categories

Adding, Editing, and Deleting Project Categories

To add Project Categories:

  1. From the main menu, click on  and then Company Settings.
  2. In the Projects & Tasks section, click Project Categories.
  3. On the Project categories window, click the Add link.
  4. On the Add Project Category pop-up window, type name of the project category in the Name box.
  5. In the Description box, type the description and click Save. The New project category is added.

To edit Project Categories:

  1. From the main menu, click on  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 Save. The project category is edited.

To delete Project Categories:

  1. From the main menu, click on  and then Company Settings.
  2. In the Projects & Tasks section, click Project Categories.
  3. Click Delete icon under the Action column for the project category you wish to delete.
  4. You need to confirm the deletion by clicking on Yes. 
  5. Select a category to move the projects.
  6. Click Delete. The project category is deleted.

Deleting a category will prompt the user to move all projects to a different category, whereas the custom fields attached only to that category will be deleted.

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