Project Subcategories

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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
• Default Support Worker team
• Report Group (a way of categorising your subcategories)
• Active? - whether the subcategory is available for use or not (use this when you no longer need to use subcategories. Always deactivate old ones and create new ones, rather than renaming old ones; renaming is likely to make your reports appear incorrect)
• Projects the subcategory is associated (available for use) with; select "All Projects" or a set of Projects, as desired.

Making Subcategories available for use

For users to be able to use Subcategories, the following steps need to be taken:

1. The subcategory needs to be active and available to the Project that the user is recording the Action under.
2. The User needs to be allowed to enter Project Subcategories (on their User record).

Reporting Outputs

Subcategories are displayed on:

• The Project Subcategory Report
• On various reports in the KPI Report Designer

Rob Kay - manual author (talk) 13:12, 13 November 2014 (GMT)