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:

  • Phases
  • Areas
  • Roles/Job Titles
  • Scope of Work
  • Floors


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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