Set up category group for equipment

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Set up a category group to use for equipment. Set up as many category groups as needed to group your equipment.

Steps

  1. Go to Project management and accounting > Setup > Categories > Category groups.

  2. Click New.

  3. In the Category group field, type a value.

  4. In the Transaction type field, select 'Hour'.

  5. In the Category group name field, type a value.

  6. In the Line property field, enter or select a value.

  7. In the Equipment field, select 'Yes'.

  8. Click Save.