Customizing Timesheets MTS - Document Categories

You can use the project maintenance screen to maintain a library of project documents for each project. Optionally these documents can be categorized. These document categories are maintained on this screen.

Adding a New Document Category

To add a new document category click the button and enter the details on the document category screen.

Editing a Document Category

To edit an existing document category either double click on the document category in the list or click on the document category in the list and then click the button. Edit the details on the document category screen.

Deleting a Document Category

To delete a document category select the document category from the list and click the button.

The Document Category Screen

The document category screen is shown when adding a new document category or editing an existing one. To use this screen just enter a description and click OK to save your changes or Cancel to discard them and return to the options screen.