Adding Categories

New categories can be added as either sibling categories (categories at the same level in the hierarchy) or subcategories of the currently selected category.

Note that there is a special top-level category named ALL under which all categories must be added.

Note: Only Users who have security access to View Categories and Add Categories will have this functionality. Categories may be created while working offline.

1.	Select an existing category at the level that you want to add the new category.

2.	To add a new empty category select the Add button or alternatively right-click the category and select Add Category.

3.	Or: To add a copy of a category template select the arrow next to the Add button. From the popup menu select From Template and then select the appropriate template.

4.	The Add Category window will appear and looks like this:

5.	Enter the details for the new category, such as description, charge hourly rate and notes.

6.	Select OK to accept your new category details or the Cancel button to cancel adding the category. The new category will appear in the Category Selection area of the main Category Configuration window.

7.	You may add several Categories in succession by repeating steps 1 to 6.

8.	Select OK in the main Category Configuration window to save all category changes.

1.	Select the Group category to add the subcategory to.

2.	To add a new empty subcategory select the Subcategory button or alternatively right-click the Group category and select Add Subcategory.

3.	Or: To add a copy of a category template select the arrow next to the Subcategory button. From the popup menu select From Template and then select the appropriate template.

4.	The Add Category window will appear (refer to step 4 of adding sibling categories).

5.	Enter the details for the new sub category, such as description, hourly rate and notes.

6.	Select OK to accept the new sub category details or the Cancel button to cancel adding the sub category. The new sub category will appear in the Category Selection area of the main Category Configuration window.

7.	You may add several Sub Categories in succession by repeating steps 1 to 6.

8.	Select OK in the main Category Configuration window to save all category changes.