Defining Standard Categories and Values

For more information about baselines, see “Managing Baselines” on page 271.

Use the Admin Categories dialog box to define standard categories and values that you can apply to all projects. Choose Admin, Admin Categories.

Baseline types Use the Baseline Types tab to create, edit, and delete baseline types. Baseline types enable you to categorize and standardize baselines across projects. To change the name of a baseline type, doubleclick it, then type a new name. The change applies to all projects to which the baseline is assigned.

For more information about expenses, see “Working with Cost Accounts and Project Expenses” on page 247.

For more information about the WBS, see “Reviewing Work Breakdown Structures” on page 133.

Expense categories Use the Expense Categories tab to create, edit, and delete expense categories. Expense categories can be used to categorize and standardize project expenses, and to organize and maintain your expense information. To change an expense category, double-click it, then type a new name. The change applies to all projects to which the expense item is assigned.

WBS custom category Use the third tab on the Admin Categories dialog box to define a custom WBS category and category values. The tab displays the name you define. To change the category name, click in the field in the top right, then type a new name. Use this category to organize, filter, and report WBS information in all projects. To change a category value, double-click it, then type a new name. The change applies to all projects to which the WBS item is assigned.

If you change the WBS category, the category’s values or value assignments do not change.

For more information about work products and documents, see “Maintaining a Project’s Document Library” on page 359.

For more information about the Timesheets module, see “Defining Resources and Roles” on page 109.

Document status Use the Document Status tab to create, edit, and delete document status types. Status types identify the current status of work products and documents within a project. Use them to determine which documents can be assigned to activities or WBS elements. To change a status type, double-click it, then type a new name. The change applies to all projects to which the document is assigned.

Overhead codes Use the Overhead Codes tab to create, edit, and delete overhead activity codes for Timesheets module users. Timesheets module users add overhead activities to their timesheets to log timesheet hours that are not associated with project activities. To change a code, double-click it, then type a new name. The change applies to all projects in which the code is assigned.

For more information about risks, see “Managing Risks” on page 335.

Risk types Use the Risk Types tab to create, edit, and delete risk types, or categories of possible risks. Risk types allow you to classify and standardize risks across projects. To change a risk type, double-click it, then type a new name. The change applies to all projects in which the risk is assigned.

For more information about activity notes, see “Working with Activities” on page 201.

Notebook topics Use the Notebook Topics tab to create, edit, and delete notebook topics. Notebook topics typically consist of instructions or descriptions for performing an activity. However, notebook topics can also be assigned at the EPS, project, and WBS levels. Examples include Purpose, Entry Criteria, Tools and Techniques, and Exit Criteria. To change a notebook topic, double-click it, then type a new name. The change applies to all notebook assignments.

Units of Measure Use the Units of Measure tab to set up units of measure labels that you can assign to material resources. To change a unit of measure label, double-click it, then type a new name. The change applies to all unit of measure assignments.