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: Dec-10-23