Configuring categories and subcategories

There are two types of categories: expense and time. System administrators define the categories and subcategories for the account. Project managers can use the categories and subcategories to classify work that is done in projects.

About this task

Note: Categories and subcategories are not required but using them can enhance your reporting. If you use categories, you do not need to use subcategories.

You can assign categories and subcategories to budget items and schedule tasks. You can edit categories and subcategories at any time. However, any changes can affect your reports on legacy data.

If you create budget and schedule templates that include categories, make sure to define the categories first. Each user can also have a primary category and subcategory of work capacity that is used in the calculations in resource reports.

Note: You cannot generate reports that include both time and expense categories. Even if you name a time and expense category the same, such as "creative," they are not related.

To configure categories and subcategories, complete the following steps.

Procedure

  1. On the System Administration page, click Categories and Subcategories of Work.
  2. Do one of the following actions:
    • Click New Time Category.
    • Click New Expense Category.
    • To add a subcategory to an existing category, click the category name and go to step 4.
  3. Enter a name for the category and click Create.

    The rows in which you enter the subcategories are displayed.

  4. Optional: Click in the Name column to add a subcategory.
    Note: You can add six subcategories at a time only. When you reopen the category page, there are six new subcategory spaces available.
  5. Optional: Click in the Code column to add a billing code for the subcategory.
  6. Click Update.