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Overview
Projects are classified into a Project Category and a Project TypeProject Types. These may be maintained under the Administrative lookup screens.
Managing Project Category
To manage Project Categories, navigate to Admin > Lookups > Project Categories. The Project Categories List screen displays all available Project Categories.
Adding or Editing a Project Category
From the Project Category List page, either click the Add New Project Category button or click the row to Open and view/edit an existing Project Category .
The Edit Project Category page opens:
The following fields are displayed on the Edit Project Category page
| Field | Description |
|---|---|
| Project Category Code | The internal reference code used to uniquely identify the Project Category. This value must be unique. |
Project Category Description | The text description for the Project Category. This value must be unique. |
| Related Project Types | Identifies the Project Types that relate to the Project Category. This can be edited to add or remove related project types. |
Saving Changes
To save changes, click the Save button. A message box opens, prompting the user to confirm the save. To cancel saving or to return to the list after saving, click the Cancel button.
Inactivating or Activating a Project Category
The Status field displays in the right side panel. The Inactive | Active toggle control activates or inactivates the Project Category. When updated, the record status is immediately changed (Save is not required).