Create Project Categories
Explanation
Projects within a company can be grouped by means of their characteristics
such as internal, external etc. The project categories 1 and 2 are used to group such projects. Once projects are categorized the categories can be used
as overhead criteria which in turn are used in the calculation of overheads, and
as sales price criteria used for defining sales prices.
Prerequisites
- Companies should be defined.
System Effects
- A project category is created.
- If IFS/Project Reporting is used, project categories can be used as
overhead and sales price criteria.
Window
Project Category 1
Project Category 2
Related Window Descriptions
Project Category 1
Project Category 2
Procedure
- Open either the Project Category 1
window or the
Project Category 2
window and click New to create a new record.
- Enter the project category identity, description. Default validity
status will be active.
- Click Save.
- Create a new record in the table below.
- Enter or use List of values to enter companies under the particular
category.
- Save your changes.