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View Project Categories

View the Project Categories in your organization.

View Project Categories

Permissions Required

Your user account or group membership must have the following permissions to view Project Categories unless your user account has the Make this user a Super Admin setting selected:
  • Projects: View Project Categories
  • Projects: View Projects
See the Projects permissions or ask your Administrator for assistance.
Follow these steps to view Project Categories:
  1. 1.
    Log on to ProcessMaker Platform.
  2. 2.
    Click the Designer option from the top menu. The Designer page displays.
  3. 3.
    Click the Projects icon
    from the left sidebar. The Projects tab displays all Projects in the Projects page.
  4. 4.
    Click the Categories tab. The Projects Categories display.
    Project Categories tab
The Categories tab displays the following information in tabular format about Project Categories:
  • Name: The Name column displays the name of the Project Category. The Project Category named Uncategorized is the default Category.
  • Status: The Status column displays the status of the Project Category. Below is a description of each status:
    • Active: Active Project Categories can have Projects assigned to them. The Project Category named Uncategorized is active by default.
    • Inactive: Inactive Project Categories cannot have Projects assigned to them.
  • Projects: The # Projects column displays how many Projects in your organization have been assigned to that Project Category.
  • Modified: The Modified column displays the date and time the Project Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
  • Created: The Created column displays the date and time the Project Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

No Project Categories?

If no Project Categories exist, the following message displays: No Results.

Search Project Categories

Use the Search setting to filter Project Categories by their names.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.
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