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To create a project category, navigate to the Explorer tab and right click on the organization. From the menu, select Add Category

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The Add Project Category dialog will appear. Enter a name for your project category and click on Save.

The project category will now appear in the navigator. You can easily drag and drop projects into the project category you just created.

 

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Currently, there are no permissions that govern access at the project category level. Access is determined by the user’s permission at the project level.

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Open the Query tab on the search screen. Start by adding the project category to your query. To do this, from the navigator, drag and drop your project category on to the query screen.

 

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Pre-formed parameters for the category will be listed on the menu:

 

 

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Select the parameter to you wish to use, and then complete the query and click on Search.

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In this example, the query has returned all incidents for all projects in the Space Program project category.

 

 

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Save the query and then run a slightly different query specifying that only incidents with the status of Open are required.

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