You can get started setting up Work Categories by first accessing Work Categories under the PLANNER™ Settings > Work Categories.  



The Manage Categories window will open.  Click the + button to begin creating a new Work Category.



In the Create Category window, add a Name,  and select a Trade.  You can also add a description if you want.  Click the SAVE button to save your Work Category.


After saving, the new Work Category will show in the Manage Category grid.



  

Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups



Last Updated: Mar-04-21