Project Categories can be used to define your delivery methods for example:

• T&M and Fixed-Price projects
• an individual team or segment (e.g. Enterprise Implementation)
• specific Service or Product offerings (e.g. Gold Managed Services)
• Non-customer Projects (e.g. Internal Projects, Pre-sales Projects)

Project Categories are applied to a Project or Phase. The Category will apply certain pre-configured default values to the Project or Phase:

• Owner Queue: Define a Queue that the Project will be assigned to.
• List Template: Define the List Template that will be used by the Phase.
• Task Templates: Define the Task Templates to be imported when creating a Phase.
• Resourcing Mode: Define the default Resourcing Mode (Booking or Task) when creating a Project or Phase. 
• Time Code: Define the Time Code (e.g. Billable, Non-Billable etc.) when creating a Project or Phase
• Budget Method: Define the default Budget Method e.g. Fixed-Price, T&M
• Budget By: Define the default Budget By (Time or Hours) to be applied to the Project.
• Budget Unit: Define the default Budget Unit (Hours or Days) to be applied to the Project.
• Rate Card: Define the default Rate Card (e.g. GBP, USD) to be applied to the Phase

When creating a Project or Phase, click the Category picklist to choose from your Project Categories. When creating a New Phase in a Project with a defined Project Category, the Category will automatically be applied to the New Phase form, but can be removed or replaced with another choice. 

NOTE: Prior to version 2.0, “Project Categories” referred to a field that could be filtered for reporting purposes, however, this no longer applies to versions 2.0 and later.

Configure Project Categories

Access Project Categories through Precursive HQ, and click the New button to define a Project delivery method. ​​

Related resources

• List Template
• Task Template
• Resourcing Modes