Create a New Project Category
Improve your Project organization by creating Categories to which to assign them.
Create a New Project Category
Permissions Required
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 permissions or ask your Administrator for assistance.
Follow these steps to create a new Project Category:
Click the +Category button. The Create Category screen displays.
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.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.
Click Save.
Related Topics
What is a Project Category?View Project CategoriesSearch for a Project CategoryEdit a Project CategoryDelete a Project CategoryWhat is a Project?Last updated