Use equipment category validation to control which project categories can be used on a project, to include equipment categories.


Standard procedure

1. Go to Project management and accounting > Projects > All projects.
2. In the list, mark the selected row.
3. On the Action Pane, click Plan.
4. Click Assign categories.
5. Click Edit.
6. Click the Category assignments tab.
7. Click Add.
Related to Notes

Set up equipment categories

 

Provide feedback