Changes can be made to categories and subcategories once you have created them.
HOW-TO
Modify a Category
| 1. | Select the category in the main Category Configuration window and click the Modify button or alternatively right-click the category and select Modify Category or simply double click on the category. |
The Modify Category window will appear and looks like this:
| 2. | Change the required details such as description, charge hourly rate or notes. |
| 3. | Select OK to accept your new changes or the Cancel button to cancel the changes. The modified details will be saved for the selected category. |
| 4. | You may modify several categories in succession by repeating steps 1 to 3. |
| 5. | Select OK in the main Category Configuration window to save all category changes |
Change History
The date and time that the category was created and last updated are recorded when the category is created and modified. These details are displayed below the category information.
Unlink From Template
When a category has been created from a template it is linked to the template. When certain changes are made to the category template, such as adding a new subcategory, the changes are optionally made to all instance categories linked to the template category. To avoid changes being made to a specific category when changes are made to the template that it was created from the category can be unlinked. To unlink the instance category from the template click the Unlink from template link in the top-right of the category information. Click OK on the Modify Category window and click OK on the category configuration window to save all changes.
See also:
Exporting and Importing Categories