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Project Categories can be used to filter the projects displayed in the project list. Users with the “Manage other repository settings” permission can define the options for the Project Categories property that can be assigned to any project in the database by choosing File > Manage Repository > Project Categories.
Project categories are enabled by default in a new database. The table in the Define Project Categories window displays a list of the existing project categories. These categories are listed in the order in which they will appear throughout the application (i.e., in the Project Category drop-down list in the Project Properties window and in the Based on Category drop-down list in the Filter Options area of the project list). Each category can have subcategories; you can add as many levels of indenture as needed.
To edit an existing category, double-click inside the cell and edit the text.
To add a new category, select an existing category at the level that you want to add the category to and click Add.
The new category will be added to the same parent category as the currently selected category. If the selected category is at the top level, a new top level category will be added.
To add a subcategory to an existing category, select the existing category and click Add Below.
To move an existing category up or down within its level, select the row and click Move Up or Move Down.
To move an existing category to the next level up or the next level down, click Promote or Demote.
To delete a category, select the row and click Delete. There is no undo for delete.
To delete all categories, click Clear All. There is no undo for delete.
You can assign a category to a project via the Project Category drop-down list on the General tab of the Project Properties window. This window is displayed when you add a new project to an existing database. For existing projects, select the project in the project list and choose Project > Management > Edit Project Properties. You can choose this command at any time while working with the project.
You can filter the projects displayed in the project list using the Filter area at the top of the project list. In addition to filtering by project category, you can also filter by project owner and by the type(s) of analyses included in the projects. For more on using filters, refer to the project list topic.
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