Project Categories (also known as Project Forms) enable you to choose which fields are displayed on the Create/Edit Project page.
By default, every organisation has one Project Form called “Project” that contains these standard fields:
Name
Cover Image
Project Managers
Project Reporters
Project Members
Short Description
Long Description
Every organisation can have multiple Project Forms.
Create a Project Form
Selecting a project form
A project can only be associated with one project form.
This differs to the rule for contacts; a contact can have several Contact Forms applied to their contact record.
But is the same as the rule for stories; a story can only be associated with one story category (also known as a survey)
Steps
Go to the Create a Project page
If your organisation has multiple Project Forms, then when an Admin or Project Creator is creating a project, they are able to choose which Project Form they wish to use by clicking the Project Category field at the top of the form.
Once you select a form, the Project Page will update automatically
If you have already started completing some of the fields and then decide to change the Project Form midway through, your information will be lost.