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Adding, Editing, and Deleting Project Categories
Adding, Editing, and Deleting Project Categories
To add Project Categories:
- From the main menu, click on and then Company Settings.
- In the Projects & Tasks section, click Project Categories.
- On the Project categories window, click the Add link.
- On the Add Project Category pop-up window, type name of the project category in the Name box.
- In the Description box, type the description and click Save. The New project category is added.
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 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 Project Categories.
- Click Delete icon under the Action column for the project category you wish to delete.
- You need to confirm the deletion by clicking on Yes.
- Select a category to move the projects.
- 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.
, multiple selections available,
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