Managing Project Categories

Overview

Project categories are a mechanism for arbitrarily grouping projects.

• You can add group information such as "Customer" or "Business Area" to each project, allowing you to group them from any perspective.
• Up to 50 categories can be set, and category names can be freely changed.
• This feature makes it easier to aggregate and compare data for projects with common characteristics, such as man-hours, costs, and project progress.

This topic introduces the features related to project category management.

Common Procedure

To manage project categories, perform the following steps as a common prerequisite:

1. Click your login name in the TimeTracker RX global navigation.

   

2. Select "System Settings".

3. Click "Projects" in the local navigation.

   

4. Select "Project Categories" from the left menu.

Adding Project Categories

You can set common values ​​for project categories for the following purposes:

• Analyze project man-hours and costs.
• Group projects with common characteristics.

To use this project category, you need to define it in the administration screen.

Procedure

1. Click the "+" icon at the top of the project category list.

2. Enter the project category information in the "Create Project Category" dialog.
   

   

   The input fields are as follows:

   No.	Item	Description
   1	Name	Project category name
   2	Code	Code to identify the project category Used for searching project categories, etc.
   3	Description	Description of the project category
   4	Options	Items that can be set in the project category - Define items separated by commas or line breaks. - If not defined, the user can freely enter a value.
   5	Allow Grouping	Checking this box allows you to use this field in the following functions: [Target Functions] Project List, Export Results, Pivot Analysis

3. Click the "OK" button.
   

You can create a maximum of 50 project categories.

Changing Project Category Settings

The information of registered project categories (specifically the following) can be changed later.

• Change the project category selection
  
• Change the project category name

Procedure

1. Select the target project category.
2. Click the "Properties" icon in the local navigation.
3. Click the "Edit" button.
4. Modify the contents of the project category field.
5. Click the "Save" button.

Deleting and Restoring Project Categories

Deleting

You can delete project categories that you no longer need.
By deleting a project category, you can reuse that project category as another project category.

Procedure

1. Select the project category to delete.
2. Click the "-" icon at the top of the project category list.
   

Notes

• Even if you delete a project category, the information set for existing projects will remain.
  
• To delete values ​​set for existing projects, select the deleted project category and
  Select "Clear Data" in the "Actions" list.
  
• To display deleted project categories, change the "Filter" to "Deleted".
  

Restoring

You can restore deleted project categories.
Use this to restore project categories that you accidentally deleted.

Data deleted from the "Clear Data" option in the "Operations" list cannot be recovered.

Operation Procedure

1. Select "Deleted" in the "Filter".
2. Select the target project category.
   
   You can also select multiple categories and perform operations on them all at once.
3. Click "Operations" at the top of the project category list.
4. Select "Restore".

Utilizing Project Categories

Project categories can be used in conjunction with the following functions:

• Pivot Analysis
  Project categories can be used as an aggregation axis for man-hours and cost data.
  Convenient when grouping and aggregating projects.
  

• Actual Export
  Project categories can also be included in the output data as data associated with actual man-hours.
  The data is output in Excel/CSV format, making it convenient for importing data into Excel reports or other systems for analysis.

• Project, Cross-Project, Dashboard In each function, project category information can be displayed in the list when selecting a project. Similar to other display columns, project category can also be sorted. This can be used to make it easier to find the desired project or to organize and display the list.

  Example) When filtering by project category: Customer "Company C" on the Cross-Project screen