Difference between revisions of "Project Subcategories"
From Charitylog Manual
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''Location in standard build:'' '''Administration > Projects and Referral Entries > Project Subcategories''' | ''Location in standard build:'' '''Administration > Projects and Referral Entries > Project Subcategories''' | ||
| − | Project Subcategories are a way of categorising Referrals across more than one Project. | + | Project Subcategories are a way of categorising Referrals across more than one Project. For example, your organisation might have several project delivering services, but across all of the Projects the activity breaks down into "Within target area" or "Outside target area". Using these headings as Project Subcategories, users could categorise each Referral as they create it. |
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| + | ==Setup== | ||
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| + | Clicking on the menu item will take you to the display of existing Project Subcategories, if there are any. Click on "Enter New Category" to create a new one. | ||
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| + | [[File:PS_2.png|border]] | ||
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| + | You can now enter; | ||
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| + | * Name of the subcategory | ||
| + | * Display Order | ||
| + | * Linked to Benefit - setting a linked [[benefit|Benefits]] will mean that | ||
Revision as of 12:55, 13 November 2014
Location in standard build: Administration > Projects and Referral Entries > Project Subcategories
Project Subcategories are a way of categorising Referrals across more than one Project. For example, your organisation might have several project delivering services, but across all of the Projects the activity breaks down into "Within target area" or "Outside target area". Using these headings as Project Subcategories, users could categorise each Referral as they create it.
Setup
Clicking on the menu item will take you to the display of existing Project Subcategories, if there are any. Click on "Enter New Category" to create a new one.
You can now enter;
- Name of the subcategory
- Display Order
- Linked to Benefit - setting a linked Benefits will mean that
