View the Project Categories in your organization.
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:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Designer page displays.
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.
If no Project Categories exist, the following message displays: No Results.
Use the Search setting to filter Project Categories by their names.
Control how tabular information displays, including how to sort columns or how many items display per page.
Click the Projects icon from the left sidebar. The Projects tab displays all Projects in the Projects page.