Project Categories

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:

1. On the New / Edit Project window, click the Custom Fields tab.
2. From the Category drop-down list, select the applicable project category.
3. Click Submit. The category is selected for the project.
4. 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.