Project categories provide a way to group projects for lists and reports.
This screen allows you to create new or modify existing Project Categories. A Project Category provides a method of categorizing projects (i.e. special project, printing project, web project, general, etc.).
Tip: New systems come pre-populated with common Project Categories.
Project Category List #
Count
count
Options and field descriptions #
Name – A name for the Project Category.
Accounting ID – This optional field simplifies the exporting of data to an accounting package. When supplied, the Accounting ID acts as a code or cross-reference to related data located within an external accounting package.
Use this as the default project category – Specifies whether or not the selected Project Category will be the default Project Category for new projects. Only one Project Category can be the default for data entry.
Creating a Project Category #
- Browse to Admin, select Projects, and then select Project Categories.
- Select New to create a new project category or select an existing project category from the list.
- Provide a unique name for the project category.
- Provide any additional data in the remaining optional fields.
- Select Save.
Active and archived records #
MindSalt uses Active and Archived. Archived records stay in your account but do not appear in active lists. To archive a record, open its three-dot menu and select Archive. When a record can be copied, Copy is in the same menu.