Categories are commonly used to break down your resources within a project. Doing this helps to better organize and manage your workforce while they are on a job.
Examples of commonly used categories:
- Roles/Job Titles
- Scope of Work
How to Create Categories
Categories are specific to individual projects, therefore must be created within each project.
- From the Project Page, select the project you'd like to create a category for and the project's details page will open
- Scroll down and locate the Categories section on the left side of the page
- Select New and name your category, then Save
How to Create Subcategories
Subcategories can be created and nested under Categories within a Project area. This can further help with breaking down a project and its resources.
To create a Subcategory:
- Navigate to your desired project's Details Page
- Select Edit, then select the gear icon next to the specific category you wish to create the Subcategory for
Below is an example of some subcategories used in a project. The category is Job Title and the subcategory is North Lot.
Tip: Categories are expandable and collapsible. Your categories will need to be expanded when assigning people to them from the Resource Bench.
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