Categories are phases of the project for which you need to plan for. Example categories are land acquisition, design, construction, etc. The sum of all these categories (which is automatically calculated) will show when added to a capital plan.
To create categories
- Go to the desired scenario.
- Click the Category icon.
- Enter the name of the category in the Name field.
- Click the Start Date and Finish Date drop-down arrows and select the projected start and end month/year for this category.
- Click Save.
For more information, see Access Project Scenarios.
The Add Category dialog box displays.
When doing this, the system will automatically create the schedule Gantt bar for you. These are optional fields and the start/finish dates can be adjusted later on. For more information, see Adjust Schedules
*There are six tasks for creating scenarios that need to be following in sequence. This is task 2 of 6. The next task is Add Cost Estimates.
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