1. Add a Project Category


1. Once you reach the Company Profile, navigate to the ‘Project Categories’ section. This is the section where you can see all of the ‘Project Function Categories’ that are associated to your company.


2. Click the ‘+ New Category’ button located at the top right corner of ‘Project Function Categories’.


3. Enter the ‘Category Name’ in the input field as shown below (E.g. Financial Team etc.).


4. After entering the ‘Category Name’, proceed with adding the ‘Category Description’. Once complete, click the ‘Add Category’ button to save changes.


Note: Category ID is automatically generated by the system. It is not editable.


5. ‘Financial Team’ Category is now successfully added in the Company Profile.