RFO Categories

Request for Order (RFO) or Project Categories are a method where your RFOs are grouped in a meaningful way. For example, you may wish to report your Electrical costs seperately from your Civil Engineering costs.

You can ignore this screen if you only use 'Requirements' on your Projects.

There is no limit to the number of Categories you may create but note that if you create too many, many of the input screens and reports will become awkward to use.

Fields Shown:-

Sort Order: A number representing the order in which you want the categories displayed. This has no meaning to the system other than to determine the order of the categories. Optional - categories will display in alphabetic order if left blank.

Description: Text describing your category. This is shown on screen and in many reports. Required.

! You cannot delete a Category once it has been used on an RFO. However, if you find you will no longer be using a Category, you can give it a very high Sort Order and add 'do not use' to its description.