Categories allow administrators to create specific groups. You can then create and assign specific items to these categories, and specify the depth. As an example, you can create different groupings for projects, cost centers, or whatever you need to track for a user.
Cost Centers have been renamed as Categories. Sub-sections of categories are now called Items. Only experienced personnel should make changes, especially when deleting category information.
If you are new to working with categories, refer to Categories - Screen Overviews to review the screens used to add, edit, and view your category structure. When you are familiar with the Category screen, you can refer to the following links to create and manage your categories:
- Define Categories - learn how to add, edit, or remove categories from your group structure.
- Define Category Depths - learn how to define depths within a category, including how to add a new depth, modify an existing depth, or remove a depth from your category.
- Define Category Items: - learn how to add, modify, or remove items within your category structure.