# Project Category Mapping

<p class="doc-lead">Project Category Mapping links a <a href="#/project/project-category">Project Category</a> to a specific <a href="#/project/projects">Project</a> and sets the display order for that category on the project.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/project/project-category-mapping?id=overview">Overview &amp; List View</a>
<a href="#/project/project-category-mapping?id=quick-start">Quick Start</a>
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<span class="doc-toc-group-title">Form reference</span>
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<a href="#/project/project-category-mapping?id=header-fields">Header Fields</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/project/project-category-mapping?id=example">Example</a>
<a href="#/project/project-category-mapping?id=faq">FAQ</a>
<a href="#/project/project-category-mapping?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Project → Project Category Mapping</b>. The list title is <b>Category Mapping</b>.

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Mapping reference number. |
| Category | Project category name. |
| Project | Linked project. |
| Order | Display order on the project. |

<b>Advanced Filters</b>

Id, Project, Category.

<b>List row actions</b>

Edit, Delete, View.

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<h2 id="quick-start">Quick Start</h2>

1. Go to <b>Project → Project Category Mapping</b> and click <b>New</b>.
2. Select the <b>Project</b> and <b>Project Category</b>.
3. Enter <b>Display Order</b> (lower numbers appear first).
4. Click <b>Save</b>.

Alternatively, use <b>Assign Template</b> on a project to create mappings automatically from a <a href="#/project/project-template">Project Template</a>.

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<h2 id="header-fields">Header Fields</h2>

| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Project | Yes | Project to attach the category to. |
| Project Category | Yes | Category to map. |
| Display Order | No | Sort order when categories are listed on the project. |

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<h2 id="example">Example</h2>

Project <b>MV Ocean Star – Dry Dock</b> needs categories in order: 1 = Preparation, 2 = Steel Work, 3 = Coating. Create three mappings with Display Order 1, 2, and 3. Tasks created under each category follow that sequence on the <b>Project Category</b> tab inside the project view.

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<h2 id="faq">FAQ</h2>

<b>Can I map the same category to a project twice?</b><br>
No. Each project-category pair should exist once. Edit Display Order on the existing mapping instead of creating a duplicate.

<b>Does Display Order affect task scheduling?</b><br>
Display Order controls how categories are listed on the project's <b>Project Category</b> tab. Task WBS and schedule dates are set on individual <a href="#/project/project-task">Project Tasks</a>.

<b>Do I need a mapping before assigning a category to a task?</b><br>
Best practice is to map the category to the project first. Assign Template creates mappings automatically from template task categories.

<b>Can I delete a mapping that tasks use?</b><br>
Delete removes the mapping record. Tasks already assigned to that category retain their category field — recreate the mapping if you need it on the project tab again.

<b>Is manual mapping required if I use Assign Template?</b><br>
No. Assign Template creates mappings for every category referenced on the template's task rows.

<b>Can one category map to multiple projects?</b><br>
Yes. Create a separate mapping record for each project that uses the category.

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/project/project-category">Project Category</a></li>
<li><a href="#/project/projects">Projects</a></li>
<li><a href="#/project/project-template">Project Template</a></li>
</ul>
