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Categories Options

 

screen-options-categories-med

 

Display category codes

If you are using category codes with your customers, projects and tasks, such as in a formal project management environment, you can choose to display them for category selection. You can enter the category code in the category configuration window. Category codes will also appear in the reports if the Display Category Codes option is enabled.

 

You can also choose the display order of the categories when category codes are enabled.

 

Automatically group long category lists for selection

If you have a large number of categories at the one level the category list can be too high to display on the screen when selecting the category for time tracking from the main window. When this option is checked the number of categories that can be displayed on screen is automatically calculated and a longer list of categories is automatically grouped into two or more smaller groups as if higher level group categories were used to group smaller lists of subcategories.

 

Group categories can be selected for time recording

Enabling this option allows you to select a Group category to record time to when a specific subcategory is not applicable.

Note: Only users with security access to Record Time to Group Category will have this functionality.

 

Quick add categories in category selection

Display the <New Category> item in the popup category selection menus on the main tracking window to allow a category to be quickly added and selected.

Note: Only users with security access to View Category Configuration and Add Catgories will have this functionality.

 

Hide categories when 100% complete

When a category is marked as complete by setting the percent complete to 100 the visibility settings for the category are automatically changed to hide it from selection on the main time tracking window.

 

You can modify the visibility of categories in the category configuration window.

 

 

See also:

Configuring Categories

Time Entry Options

Display Options

Reports Options

General Options

System Options