Set up a shared category to use in your company or other companies. This is required before you can set up project categories.
1. | Go to Project management and accounting > Setup > Categories > Shared categories. |
2. | Click New. |
3. | In the Category ID field, type a value. |
4. | In the Category name field, type a value. |
5. | Select Yes in the Can be used in Project field. |
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Note: Select other options as required for your needs for Production or Expense. |
6. | Click Save. |
Related to | Notes |
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Set up equipment categories |
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