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Creating Categories for Projects

This video demonstrates how to setup entity categories. Duration 6.5 min.

Categories are types, or variations, of an entity (task, issue, portfolio, asset and so on). You use categories if you need to have different versions of an entity. Different categories can have different set of fields displayed on the entity's Detail panel, as well as different set of component tabs such as Notes, Attachments, Alerts, and Team.

If there is only one category, it will be used by default when you configure the Details panel (you won't have to select it), and the end user will never see any mention of a category on the entity grid since there will be only one entity "type". Also note that the Category property will not appear in the entity Details. If you have multiple categories, you will need to configure a Details page for each category to define its associated Details panel; as a result, the end-user will be able to create entities from each category "type," provided the categories are active.

Note: Fields will retain their data even if you convert an instance of an entity to a category that does not include that field. For example, if the Priority field is shown on the Details pane for Category A but not for Category B, the Priority field will show data for all reports, regardless of the entity's current category. Data always stays with the field.

Project Sections

The Project entity is designed a little differently than other entities in that it has sections (pages that you navigate to by clicking a link) instead of tabs. See Working the with Project View. When you configure a project category, you specify the sections that you want to appear for projects of that category.

To create a category

  1. From Admin/Setup/All Entities/Projects/Categories, choose New > Category.

new_project_category.png

  1. Fill out the relevant properties in the New Category dialog as described below:

Field

Description

Title

(Required) The name of the category. Appears in the Category droplist when laying out details. If you have multiple categories, you can create different Details layouts for each.

Description

Informational text that will appear in the Category field's Description property. This text will appear in the hover-over tool tip of the Category field.

Health profile

Select the health profile to associate with projects of this category type.

'Additional Details' display name

If you are including the 'Additional Details" page in the product category and wish to give the page title and page link a different name, enter the name here.

Sections to include

Select the checkbox next to the section you wish to include for projects of this category type.

Note: The Scoring section will not appear in the project Section navigation panel until you assign a scoring profile to the project.

Active

An active category is available in the Category dropdown when the admin is configuring Details, as well as to the end user when they creating an instance of the entity. Categories are active by default. Deselect the checkbox to hide the category (will not appear in the New Task options when the user creates an instance of the entity, or in the Categories droplist when the admin is configuring Details).

Copy entity details from category

Every category has a corresponding set of fields that you provide to the end user on the project's Details section. If you are creating a category that reuses fields (details) from an existing category, you can copy those details into the new category to use as a starting point. Select the name of the category from the droplist, or use None to indicate not to copy details. If you elect not to copy details, the new category will have a default set of fields.

  1. Click Save.

Editing a Category

You can edit a Category by double-clicking it or selecting it and choosing Actions > Edit. The resulting modal is similar to the one above, without the option to "Copy entity details from category".

Copying a Category

You can copy a Category by double-clicking it or selecting it and choosing New > Copy....The resulting modal is similar to the one above, except that the "Copy entity details from category” option is set to the selected category. Use copy if you want to copy everything from an existing category to save time, such as details, health profile, sections, and other properties.