How to add custom Work Categories to a Phase or Subphase on Project Schedule Modal?

Similar to Phases and Subphases, Custom Work Categories provide flexibility in organizing project tasks. Instead of using standard Work Categories, a Custom Work Category can be created and tailored specifically to the needs of the project. Admins, Work Planners, and Budget Managers at all levels will have the ability to create Custom Work Categories as needed.

1. Click the three-dot on the Phase where the Work Category needs to be added. Select Add Schedule Item > Add Work Category.

   
   

   Work Categories can only be added to Phases when the Phase Time Tracking setting is configured to "Track Time By Work Category."
   

2. Scroll down to locate and select an existing Custom Work Category, or click Add Custom Work Category to create a new one.

   
   

   Once the custom Work Category is created, you won't be able to delete it completely from the list, but you can rename it.

3. To create a new Custom Work Category, enter a name, indicate if it is billable, specify whether an additional description is required, and click Create.

   

4. Once the modal closes, the new Custom Work Category will be available in the list. Select the Work Category and click Done.

   

5. The Work Category will now be displayed under the Phase or Subphase.