Overview
Projects are classified into a Project Category and a Project Type. These are maintained from the Administrative menu under Lookups.
Managing Project Category
The project category screen supports maintenance of both the project category and its relationship to multiple project types.
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).