Use the Category Tool

How to use the category tool in Report Pro to assign history labor line items accurately for best report accuracy

Things To Note

• When un-assigning history line items using the unassign category tab, it will unassign ALL of those line items. There may be a very large amount or line items that were incorrectly in that category from a long time ago

• If the known categories in the management system are not accurate for the given line items it is a great opportunity to create accurate categories to avoid inaccurate reports

• Ctrl+click allows you to select multiple entries at once for faster assignment

How To

1. Assigning Categories To Line Items Without a Category

   1. There are two ways to find line items to assign

      1. Searching for a term and hitting search

      2. Selecting Load All

   2. Select a line item by left clicking and highlighting

   3. Right click and choose the category to assign the labor line to

2. Unassign Labor Lines to Assign Later

   1. Select Category from list in the left hand side column

   2. Select Unassign All Line Items From This Category

      1. THIS IS NOT REVERSIBLE OR UNDOABLE. BE SURE YOU KNOW YOU WANT TO UNASSIGN THESE LINE ITEMS FROM THE CATEGORY

      2. Take note this is ALL, including anything that has been miscategorized previously

      3. These labor lines will be available to select and recategorize in the Assign Categories tab when using Load All