Project categories group your projects, for example by department, service or kind of work. Each category has a colour, and every booking on the Team Schedule takes the colour of its project's category, so you can see at a glance what your team is working on.
A project has one category, or none. To label projects in more than one way, use project tags. Project categories aren't the same as timesheet categories, which describe the work in each time entry: see tracking different types of work.
Create a category
Only Administrators can manage project categories.
Go to Settings › Project Management Settings and scroll down to Project Categories.
Click Add Category.
Enter a Category Name, choose a Color and click Save.
Each name must be unique. Click a category to change its name or colour, or to Delete it. A category that any project uses, archived projects included, can't be deleted: the message lists those projects, so give them another category first.
Give a project a category
Open the project, click the ⋮ menu next to its name and choose Project Settings.
On the General tab, choose the Category and click Save changes.
Administrators, Finance Managers and Portfolio Managers can do this, and so can Project Managers who can manage that project's settings. See project settings.
New projects start without a category, even when you copy one as a template, so set it after you create the project. You can also:
- Drag projects on the All Projects board. Group the board by Category and drag a project to another column. Administrators, Finance Managers and Portfolio Managers can do this. See getting started with projects.
- Import projects with a Project Category column. Its values are matched against your existing categories, so create them first. See importing data.
Where categories show
- Team Schedule and Project Schedule: each booking has its project's category colour. Bookings on projects without a category are light blue. Changing a category's colour, or a project's category, recolours all its bookings. Click Filter and choose Project Categories to show only some of them. See scheduling your team.
- My Schedule: each booking has a stripe in its category colour.
- All Projects: each project shows its category as a coloured label, and you can group and filter the list by category.
- Reports: many reports have a Project Categories filter, including Timesheet Details, Timesheet Summary, Expense Details, Task List, Schedule Details and Schedule vs Timesheets.
