Assign Categories to Projects

Mar 7, 2008 8:55pm

ecdunn 1 post

I’d like to be able to create categories for “type” of project (i.e., internal, external, blended and maintenance initiatives) as well as for vendors.

For example:

Internal Initiatives
     Project A
     Project B
External Initiatives
     Vendor A
         Project 1
         Project 2
     Vendor B
         Project 3
         Project 4

For reporting purposes, I can then look at each “category” of project as opposed to category of workitem. In managing multiple types of projects with multiple vendors, it would be handy to do so. So, my question is this, is it possible to assign a category at the project level as well as the workitem level.

Mar 8, 2008 12:43am

Charles Seybold administrator 131 post(s)

@ecdunn – Hi, this is a great question. It’s an unfinished part of the program and you will be able to do this in a future update.

There is a subtle yet useful effect of assigning a category to a project (and in the future, a project to a category) because that assignment determines the default for new items created in that container.

Note, the direction we are likely to take is to update the way the category view works to automatically organize by project. In fact you won’t have to assign a category to a project specifically, any item in the project will pull the project into that category.

Thanks for asking; we’d welcome any other thoughts you have.

C.

Apr 22, 2008 10:30pm

jwalsh 3 post(s)

I agree with ecdunn. I’m approximating it now by using top-level projects as categories, but it’s really a hack at best.

Mar 7, 2008 8:55pm ecdunn 1 post	I’d like to be able to create categories for “type” of project (i.e., internal, external, blended and maintenance initiatives) as well as for vendors. For example: `Internal Initiatives Project A Project B External Initiatives Vendor A Project 1 Project 2 Vendor B Project 3 Project 4` For reporting purposes, I can then look at each “category” of project as opposed to category of workitem. In managing multiple types of projects with multiple vendors, it would be handy to do so. So, my question is this, is it possible to assign a category at the project level as well as the workitem level.

Mar 8, 2008 12:43am Charles Seybold administrator 131 post(s)	@ecdunn – Hi, this is a great question. It’s an unfinished part of the program and you will be able to do this in a future update. There is a subtle yet useful effect of assigning a category to a project (and in the future, a project to a category) because that assignment determines the default for new items created in that container. Note, the direction we are likely to take is to update the way the category view works to automatically organize by project. In fact you won’t have to assign a category to a project specifically, any item in the project will pull the project into that category. Thanks for asking; we’d welcome any other thoughts you have. C.

Apr 22, 2008 10:30pm jwalsh 3 post(s)	I agree with ecdunn. I’m approximating it now by using top-level projects as categories, but it’s really a hack at best.

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