How Do I Create a Category or Department?

 

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How Do I Create a Category or Department?

 

 

: Creating Categories and Department

 

There are several ways to create a category or department:

 

 1. Right mouse click on the owner location, then select New Department.. from the popup menu.

 

Add-Department-1

 

 1. Click the Add Category… or Add Department... button in the Preferences dialog, as shown below.

 

 New-Category-2

 

 2. Type the name of the new category in the Category window when adding or editing an item.  

 

To add a room "on the fly," perform the same action in the Department field.

 

 Add-Department-3

 

 3. A third way to create a new category is to select Actions > Add Category… from the main menu.

 

Add-Category-Menu