Project categories¶
Project categories classify your projects and, at the same time, switch on the optional features of a project. A category is a colored tag that carries a set of options; every project that uses the category inherits those options, and so do its tasks.
Note
This feature is provided by the Project Category (eyssen_project_category) module. The
individual options only appear when the module that implements them is installed.
Creating a category¶
Go to and click New. Fill in the Project Category name, pick a Color, and set the options you want the category to enable:
Option |
What it adds to the projects and tasks |
Module |
|---|---|---|
Field Service |
The intervention Location on the task. |
|
Worksheet |
The Sign Report and Print buttons, and the quotation creation. |
|
Product |
The Products tab on the task. |
|
SLA |
The SLA policies and the SLAs tab on the task. |
|
Category names must be unique. Categories you no longer use can be archived instead of deleted, so that existing projects keep their history.
- menu
- Project ‣ Configuration ‣ Project Category
- shows
- The project category list in edit mode with three categories ("Field Service", "Support", "Internal") and the option checkbox columns.
- highlight
- The option checkbox columns (red frame).
- data
- Demo company "YourCompany HU"; categories "Field Service" (Field Service, Worksheet, Product ticked), "Support" (SLA ticked), "Internal" (none ticked).
- module
- eyssen_project_category, eyssen_project_fsm, eyssen_project_worksheet, eyssen_project_product, eyssen_project_sla
- notes
- English UI, light theme, 1440px width, crop to the list.
Using categories on projects¶
Open a project and add one or more categories in the Categories field of the project settings. The categories are then displayed:
on the project cards in Kanban view and as a column in the project list;
in the search panel of the project list, where Category is available both as a filter field and as a grouping;
on every task of the project, as a read-only field.
A project takes on a feature as soon as at least one of its categories enables it, so features can be combined by adding several categories.
Tip
Add the categories to a project template so that new projects are created with the right features already switched on.
Pricelist on tasks¶
Installing Project Category also adds a Pricelist field, with its Currency, to project tasks. When a Customer is selected, the customer’s pricelist is filled in automatically; it can be changed manually afterwards. Tasks that are Done or Canceled keep the pricelist they had.
The pricelist determines the prices of the products used on the task and the currency of the quotation created from it.