--- title: "Project Categories" slug: "project-categories" updated: 2024-11-27T00:23:37Z published: 2024-11-27T00:23:37Z canonical: "docs.processmaker.com/project-categories" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # 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 **Permissions** 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](/v1/docs/permission-descriptions-for-users-and-groups#projects) permissions or ask your Administrator for assistance. Follow these steps to view Project Categories: 1. [Log on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Designer** option from the top menu. The **Designer** page displays. 3. Click the **Projects** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/d6dd60ac-3d94-41fc-9486-584adf91f86b.png) from the left sidebar. The **Projects** tab displays all Projects in the **Projects** page. 4. Click the **Categories** tab. The Projects Categories display.![Category Projects - Winter 2025](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Category%20Projects%20-%20Winter%202025.png) 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](/v1/docs/profile-settings#change-your-processmaker-settings) **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](/v1/docs/profile-settings#change-your-processmaker-settings) **Time zone** setting is specified. > [!NOTE] > ### 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](/v1/docs/organize-your-inbox), including how to sort columns or how many items display per page. ## Create a New Project Category **Permissions** Your user account or group membership must have the following permissions to create a new Project Category unless your user account has the **Make this user a Super Admin** setting selected: - Projects: Create Project Categories - Projects: View Project Categories - Projects: View Projects See the [Projects](/v1/docs/permission-descriptions-for-users-and-groups#projects) permissions or ask your Administrator for assistance. Follow these steps to create a new [Project Category](/v1/docs/project-categories): 1. [View your Project Categories](/v1/docs/project-categories#view-project-categories). 2. Click the **+Category** button. The **Create Category** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/caff9e61-41a2-48c5-94ba-c0279c376be9.png) Create Category screen 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: The **Active** option is selected by default. This is a required setting. - **Active:** Active Project Categories can have Projects assigned to them. - **Inactive:** Inactive PM Block Categories cannot have Projects assigned to them. 5. Click **Save**. ## Edit a Project Category **Permissions** 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](/v1/docs/permission-descriptions-for-users-and-groups#projects) permissions or ask your Administrator for assistance. Follow these steps to edit a [Project Category](/v1/docs/project-categories): 1. [View your Project Categories](/v1/docs/project-categories#view-project-categories). 2. Click the ![Ellipsis Icon](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis%20Icon.png) menu, and then select the **Edit Category** option for the Project Category to edit. The **Edit Category** page displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/06028ebb-e54b-4b0a-9811-4706ad5fd1b7.png) Edit Category screen 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: This is a required setting. - **Active:** Active Project Categories can have Projects assigned to them. - **Inactive:** Inactive Project Categories cannot have Projects assigned to them. 4. Click **Save**. ## Search for a Project Category **Permissions** Your user account or group membership must have the following permissions to search for a Project Category unless your user account has the Make this user a Super Admin setting selected: - Projects: View Project Categories - Projects: View Projects See the [Projects](/v1/docs/permission-descriptions-for-users-and-groups#projects) permissions or ask your Administrator for assistance. Follow these steps to search for [Project Categories](/v1/docs/project-categories): 1. [View your Project Categories](/v1/docs/project-categories#view-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 **Permissions** Your user account or group membership must have the following permissions to delete a Project Category unless your user account has the **Make this user a Super Admin** setting selected: - Projects: Delete Project Categories - Projects: View Project Categories - Projects: View Projects See the [Projects](/v1/docs/permission-descriptions-for-users-and-groups#projects) permissions or ask your Administrator for assistance. > [!WARNING] > 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](/v1/docs/pm-block-categories#edit-a-pm-block-category). > > > > Deleting a Project Category cannot be undone. Follow these steps to delete a [Project Category](/v1/docs/project-categories): 1. [View your Project Categories](/v1/docs/project-categories#view-project-categories). 2. Click the ![Ellipsis Icon](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis%20Icon.png) menu, and then select the **Delete Category** option for the Project Category to delete. A message displays to confirm deletion of the Project Category. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9f798c99-243e-4624-b31a-74a4b858d945.png) 3. Click **Confirm**. The following message displays: **The category was deleted.**