Set up project category for equipment

Set up project categories based on the shared categories. Make sure to select the category group that is used for equipment.

Steps

1. Go to Project management and accounting > Setup > Categories > Project categories.

2. Click New.

3. In the Category ID field, enter or select a value.

   Note

   Select the shared category you created for equipment.

4. In the Category group field, enter or select a value.

   Note

   Select the equipment category group.

5. Select Yes in the Active in journals field.

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

7. Click Save.