Project Categories

Use Project Categories to organize your Projects. Organizing your Projects into Categories makes it easier to search for a Project based on its assigned Category. Assign multiple Project Categories to a Project if necessary. For example, assign a Project named "Photo Capture and Intelligent Document Processing (IDP)" to the "Banking" and "Human Resources" Project Categories.

Project Categories can be in active or inactive status. Following is a description of each status:

• Active: Active Project Categories can have Projects assigned to them.

• Inactive: Inactive Project Categories cannot have Projects assigned to them.

View Project Categories

Follow these steps to view Project Categories:

1. Log on to ProcessMaker Platform.

2. Click the Designer option from the top menu. The Designer page displays.

3. Click the Projects icon from the left sidebar. The Projects tab displays all Projects in the Projects page.

4. Click the Categories tab. The Projects Categories display.

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.

Create a New Project Category

Follow these steps to create a new Project Category:

1. View your Project Categories.

2. Click the +Category button. The Create Category screen displays.

   

3. In the Category Name setting, enter the name of the new Project Category. The Project Category name must be unique from all other Project Category names in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

4. From the Status drop-down menu, select one of the following options for the Project Category's status:

   • Active: Active Project Categories can have Projects assigned to them.

   • Inactive: Inactive PM Block Categories cannot have Projects assigned to them.

   The Active option is selected by default. This is a required setting.

5. Click Save.

Edit a Project Category

Follow these steps to edit a Project Category:

1. View your Project Categories.

2. Click the menu, and then select the Edit Category option for the Project Category to edit. The Edit Category page displays.

   

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.

4. Click Save.

Search for a Project Category

Follow these steps to search for Project Categories:

1. View your Project Categories.

2. Enter in the Search setting the text to filter Project Categories by name.

As you enter text into the Search setting, Project Categories display that match your entered text.

If there are no search results, the following message displays: No Results.

Delete a Project Category

To delete a Project Category, no Projects can be assigned to it. If any Projects are assigned to the Project Category, its Delete Category option does not display. Reassign those PM Blocks to another PM Block Category.

Deleting a Project Category cannot be undone.

Follow these steps to delete a Project Category:

1. View your Project Categories.

2. Click the menu, and then select the Delete Category option for the Project Category to delete. A message displays to confirm deletion of the Project Category.

   

3. Click Confirm. The following message displays: The category was deleted.