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.
Last Updated: Mar-04-21