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Edit a Project Category

Edit the name and/or status of a Project Category.

Edit a Project Category

Permissions Required

Your user account or group membership must have the following permissions to edit a Project Category unless your user account has the Make this user a Super Admin setting selected:
  • Projects: Edit Project Categories
  • Projects: View Project Categories
  • Projects: View Projects
See the Projects permissions or ask your Administrator for assistance.
Follow these steps to edit a Project Category:
  1. 2.
    Click the ellipses
    icon, and then select the Edit Category option for the Project Category to edit. The Edit Category page displays.
    Edit Category screen
  2. 3.
    Edit the following information about the Project Category as necessary:
    • In the Category Name setting, edit the name of the Project Category if necessary. The Project Category name must be unique from all other Project Category names in your organization. This is a required setting.
    • From the Status drop-down menu, change the status of the Project Category, if necessary, from the following options:
      • Active: Active Project Categories can have Projects assigned to them.
      • Inactive: Inactive Project Categories cannot have Projects assigned to them.
      This is a required setting.
  3. 4.
    Click Save.
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