You can setup Work Categories by accessing the Work Categories under the PLANNER™ Settings > Work Categories as shown below.
- Click the + Add 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 needed and Click the SAVE button to save the Work Category. The new Work Category can be seen in the Manage Category Grid.
Last Updated: Oct-04-22