# Project Category
Project Categories group tasks within a project — for example, Electrical, Mechanical, or Procurement. Categories are mapped to individual projects via Project Category Mapping.
Overview & List View
Go to Project → Project Category.
List columns
| **Column** | **Shows** |
|------------|-----------|
| Id | Category reference number. |
| Name | Category name. |
| Status | Active or Inactive. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active categories only. |
| Inactive | Inactive categories only. |
Advanced Filters
Id, Status, Created date.
List row actions
Edit, Delete, View.
Quick Start
1. Go to Project → Project Category and click New.
2. Enter Category Name and optional Description.
3. Click Save.
4. Map the category to projects using Project Category Mapping or Assign Template on a project.
| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Category Name | Yes | Name shown on tasks and reports. |
| Description | No | What this category covers. |
Actions & Status
Toolbar: Edit, Delete, Clone, Print (more menu).
Example
A fabrication yard creates categories Hull, Outfitting, and Painting. Each Project Task is assigned to one category so the Task Wise Material report can be filtered by trade.
FAQ
Must I create a category before creating tasks?
Categories are optional but recommended. Tasks can be created without a category, though reports like Task Wise Material filter more cleanly when categories are used.
How do categories appear on a project?
Map categories to each project via Project Category Mapping or automatically through Assign Template on Projects.
What happens when I inactivate a category?
Inactive categories cannot be selected on new tasks or template rows. Existing tasks and mappings keep their category reference.
Can two categories have the same name?
Use distinct names for clarity. Category Name is the primary identifier shown on tasks and reports.
Is Project Category the same as expense or inventory category?
No. Project Categories group tasks within a job. Inventory item groups and expense accounts are separate master data.
Can I delete a category used on tasks?
Delete may be blocked when tasks, template rows, or mappings reference the category. Inactivate the category instead to prevent new use.