Project Categories
Use Project Categories to view or edit the Project's Categories, such as Class or Type that help to describe the Project. Categories can also be used to group Projects together for reporting purposes.
Navigate to the Role Center >Actions >Setup > Project Setup > Project Categories.
Select New from the ribbon.
| Field Name | Description |
|---|---|
| Code |
Specifies a unique, user defined identifier to classify the Project by Type, Group, set, etc. Maximum of 20 characters. |
| Description | Specifies information about the Project Category. |
To add a Category to a Project
- Navigate to the Project Card to add a Category.
- On the General FastTab, locate the Project Category field and select a Category from the dropdown.