Create and Manage Project Categories (Organize Projects)

You may create project categories to help organize multiple projects. Project categories have no effect in User Mode and are invisible. Users who are assigned to a project, regardless of the category, will see the project listed in their Projects log.

Once a project has been created under one category, it cannot be moved to another. New projects may be created under the new categories. Once you create a category, you cannot edit or delete it, but you can deactivate it to prevent it from being displayed in the Navigator.

Tip: Project Administration permissions can be set based on category. For example, you might create a category called Large Construction Projects, another called Small Construction Projects, and another called Maintenance and Facilities. You can grant project administration permissions to one set of project administrators for the All category, to another group for the construction categories, and to a third group to handle project administration of the maintenance/facilities projects. Once you create a category, you cannot edit or delete it, but you can deactivate it to prevent it from being displayed in the Navigator. Remember to grant permissions to yourself or others to view the new categories and to create/edit projects in the category.

To create a project category

Go to the Company Workspace tab and switch to User mode.
In the left Navigator, click Configuration > Shell Manager.
Select Projects (Standard) and click the Open button. The Configuration - Projects (Standard) window opens.
In the Organize tab, click Add. The Add Project Category window opens.
Type a name for the new category. The status for the newly-added category is Active:
- Active: projects can be created in the category, which appears in the Navigator
- Inactive: the category will not appear in the Navigator until it is activated
Click OK to add the category.
After all categories have been added, click OK to save and exit the Configuration - Projects (Standard) window.

To rename a project category

In the Configuration - Projects (Standard) window, select a category.
Edit the project category Name and click OK.
Click OK to close the Configuration - Projects (Standard) window.

To activate/deactivate a project category

Open the Configuration - Projects (Standard) window and do one of the following:
- To deactivate an active category, deselect the Activate checkbox. Deactivating a category will cause it to not be displayed under Company Sponsored Projects, but this does not affect any projects organized within it. Any projects in a deactivated category are still accessible to administrators under Administration Mode > Projects, and to users in User Mode.
- To activate an inactive category, select the category and select the Activate checkbox.
Click OK to close the Configuration - Projects (Standard) window.

To grant permission to access the new project category

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, do one of the following:
1. Click User Administration > Company Users or Partner Users (to grant permissions to company or partner users), or
2. Click User Administration > Groups (to grant permissions to a group or individual users.)
Select a company, partner, group, or user from the log and click Open.
Click the Permissions tab.
In the upper portion of the window, under Administration Mode Access, do one of the following:
1. Click User Administration > Company Users,
2. Click User Administration > Partner Users,
3. Click User Administration > Groups,
4. Click User Administration > Task Reassignment, or
5. Click Company Sponsored Projects (Standard).
Select the new categories to which you want the user to have administration access, and click OK. The user may already have access to All which allows them to administer (create or edit) projects in the All category.
Note: Having "Administer All" permission does not automatically grant administration access to other custom categories. This permission setting allows the user access to the project category only, and does not set specific permissions regarding project administration.

To access the categories

New categories appear under the Company Sponsored Projects (Standard) node in the Company Workspace tab (Admin mode). You may need to refresh the page (reopen the company record, or press the F5 key) before you can see the new categories.