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Posts: 1
Reply with quote  #1 
I want to categorized my projects. From where i can do this?

Senior Service Support
Posts: 53
Reply with quote  #2 
You can categorized your projects through channels. Channel is the source from where you received the project e.g. In-house project, oDesk, Elance, B2B, B2C etc. This helps to keep a track of the projects coming from which source. To create a new channel, follow the below given steps. 
1. Go to Full Menu > Configuration> Company Setup > Channel.
2. Click on the 'Add Channel' icon.
3. Fill in the required information. 
4. Click Save to Create it.
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