Set up a shared category to use in your company or other companies. This is required before you can set up project categories.  


Standard procedure

1. Go to Project management and accounting > Setup > Categories > Shared categories.
2. Click New.
3. In the Category ID field, type a value.
4. In the Category name field, type a value.
5. Select Yes in the Can be used in Project field.
 

Note: Select other options as required for your needs for Production or Expense.

6. Click Save.
Related to Notes

Set up equipment categories

 

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