Set up shared category for equipment

Set up a shared category to use in your company or other companies. This is required before you can set up project categories.  

Steps

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.

   Note

    Select other options as required for your needs for Production or Expense.

6. Click Save.