Create and Manage Project Categories for Resource Planning

Background

Project categories and subcategories to help to better organize and manage your projects and resource. Some commonly used categories are:

  • Phases

  • Areas

  • Roles/Job Titles

  • Scope of Work

  • Floors

Things to Consider

  • Required User Permissions

  • Categories are specific to individual projects and must be created within each project.

  • If data syncs are enabled:

    • Categories in Resource Planning do not currently sync with Locations or Work Breakdown Structure in Procore.

Steps

Gantt (Beta)

Add Categories and Subcategories

  1. Click Assignments and select Gantt (Beta).

  2. Next to the project name, click the vertical ellipsis Icon Ellipsis Vertical and select Add Category.

  3. To add a subcategory, click the vertical ellipsis Icon Ellipsis Vertical next to the category, and select Add Subcategory.
    OR
    Right click the category bar and select New Subcategory.

  4. Enter the name of the subcategory.

  5. Click out of the text box to save.

 Tip

Click the undo Icon Gantt Undo icon to undo an action. Click the redo Icon Gantt Redo icon redo a previously undone action.

Copy Categories

Show / Hide Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. On the list or Gantt chart, press CTRL/CMD + c on your keyboard to copy.
    OR
    Right click     the item or item bar and select Copy.

  4. Next to the item that was copied, press CTRL/CMD + v on your keyboard to paste.
    OR
    Right click     and select Paste.

  5. Move or edit the item in the following ways:

    • Edit from Details

      1. On the list or Gantt chart, right click the item or item bar and select the Edit option.

      2. Edit the information.

      3. Click Update.

    • Move to a new category or project using drag and drop.

      1. On the list, click and hold the item. Move it to the desired location using a drag-and-drop operation.

    • Move the date on the Gantt chart

      1. On the Gantt chart, click and hold the item.

      2. Move the item to a new date using a drag-and-drop operation.

Rename Categories and Subcategories

Show / Hide Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Double click the category or subcategory name.

  4. Enter the new name. Then click anywhere on the screen to save.

 Tip

Click the undo Icon Gantt Undo icon to undo an action. Click the redo Icon Gantt Redo icon redo a previously undone action.

Move Categories and Subcategories

Show / Hide Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Click the category or subcategory. To move the assignments and requests within the category and maintain their spacing, press and hold the SHIFT key and select the assignments and requests. Click and hold the last selection, then move the group of tasks to the desired location using a drag and drop operation.

 Tip

Click the undo Icon Gantt Undo icon to undo an action. Click the redo Icon Gantt Redo icon redo a previously undone action.

Delete Categories and Subcategories

Show / Hide Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Next to the category or subcategory, click the vertical ellipsis Icon Ellipsis Vertical and select Delete this Category or Delete this Subcategory.

  4. Click Delete to confirm.

 Tip

Click the undo Icon Gantt Undo icon to undo an action. Click the redo Icon Gantt Redo icon redo a previously undone action.

Project Details

Add Categories and Subcategories

  1. Navigate to the Company level Resource Planning tool.

  2. Click Projects and select Project List, then click the project name to view its details.
    Note: You can also click the project name anywhere in the Resource Planning tool.

  3. Click the Details tab.

  4. In the 'Categories' section, manage them.

    • Add Category

      1. Click Add Category.

      2. Enter the name.

      3. Click Save.

    • Add Subcategory

      1. Click the add Icon Plus 2 icon next to the category where you want to create a subcategory.

      2. Enter the name.

      3. Click Save.

    • Delete

      1. Click the delete Icon Delete Trash6 icon next to the category.

      2. Click Delete to confirm.

    • Move

      1. Click the grip Icon Reorder Grip icon next to the category or subcategory and drag it to the desired location.

    • Rename

      1. Click the edit Icon Edit2 icon.

      2. Click Save.

Legacy Experience

Legacy

On December 31, 2026, the legacy Gantt will be retired. After that date, the new Assignments Gantt will be the only Gantt view available in Resource Planning. Learn more about the new Assignments Gantt.

Legacy

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Boards, or Gantt.

  3. Click the name of your Project.

  4. Locate the 'Categories' section and take any of the following actions:

    • Add Categories and Subcategories

      1. Click New.

      2. Enter the Category Name.

      3. Optional: If creating a subcategory, follow these steps:

        1. Click Add Subcategory.

        2. Enter the Subcategory Name.

        3. Click Save.

        4. Click Save.

    • Rename Categories

      1. Click Edit.

      2. Click the settings Icon Gear Wfp icon.

      3. Enter the name.

      4. Click Save.

    • Delete Categories

      1. Click Edit.

      2. Click the delete Icon Delete Wfp icon.

      3. Type Yes.

      4. Click Delete to confirm.

See Also

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