Master Data

Project Categories

Foundation Data

Project Categories define how projects should be planned, not just how they are reported.

Business Explanation

Plain-language context for planners and operations leaders.

What is this?

Project Categories describe how different project types should be planned.

Why is it needed?

Categories decide whether future dates are capacity based or fixed lead-time based.

How is it used later?

Future project creation will use category, complexity, and workload templates to suggest planning effort.

Example Template Rows

Category Code	Category Name	Due Date Strategy	Default Lead Time Days	Description
RETAIL	Retail Store	CAPACITY_BASED		Capacity planned project
KIOSK	Standard Kiosk	FIXED_DUE_DATE	21	Standard lead time project

Filling Rules and Accepted Values

Do not rename or remove template column headers.
Required columns: Category Code, Category Name, Due Date Strategy.
Whole-number columns: Default Lead Time Days.
Due Date Strategy: Capacity Based (CAPACITY_BASED), Fixed Due Date (FIXED_DUE_DATE).

Find records or move setup data with a spreadsheet template.

Maintain the setup information used by future planning.

Search, edit, and activate or deactivate records for this area.

Code	Category	Strategy	Lead Time	Status	Actions
PERMANENT	PERMANENT	Capacity Based	60	Active	Edit
SPAA	SPAA	Capacity Based	30	Active	Edit
SPAA-FIXED	SPAA-FIXED	Fixed Due Date	21	Inactive	Edit