Adding, Editing, and Deleting Project Categories

To add Project Categories:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Project Management section, click on Project Categories.
  3. In the new pop-up, click the Add button.
  4. 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 for projects.

To edit Project Categories:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Project Management section, click on Project Categories.
  3. Click on the pencil -shaped icon besides the category name to edit it. 
  4. In the new pop-up, make the necessary changes and click on Save. The project category is edited.
     

To delete Project Categories:

  1. Login with a user with administrator privileges and click on Administration option under the user profile.
  2. Under the Project Management section, click on Project Categories.
  3. Click on the delete icon besides the category name you wish to delete.
  4. Click on Yes to confirm the deletion. Now, you need to pick a new category to reassign all the projects to and then click on Delete. The project category is deleted.

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