Your organization can define a series of application-wide parameters and values that apply to all projects. Your organization can use these settings to customize your projects to meet specific project management requirements and standards. While all users can view these settings, a user must have the have Add/Edit/Delete Categories global privilege to edit them.
Use the Admin Categories dialog box to define standard categories and values you can apply across all projects, including custom categories and category values for projects, resources, and WBS elements.
Use the following tabs to establish the following default categories and values:
Baseline Types: Create, edit, and delete baseline types. Use these categories to standardize and categorize baselines, and to help benchmark performance across projects.
Expense Categories: Create, edit, and delete expense categories. Use these categories to standardize and categorize project expenses, and organize and maintain expense information.
WBS Category: Create a WBS category and create, edit, and delete WBS category values. Use this category to standardize and categorize WBS elements.
Document Categories: Create, edit, and delete categories for work products and documents. Use these categories to standardize and categorize work products and documents, and organize and maintain work product and document information.
Document Status: Create, edit, and delete document status types. Use these status types to identify the current status of work products and documents within a project.
Risk Categories: Create, edit, and delete risk categories. Use these categories to classify risk types and to organize risks.
Notebook Topics: Create, edit, and delete notebook topics. Use notebook topics to organize related notes about an activity.
Units of Measure: Add, delete, and organize units of measure.