# Category List

### **Module Guide: Category List (Project Transaction Types)**

#### **Module Location**

#### Project > Project Purchasing > Category List

#### **Module Objective**

#### The **Category List** module serves as the master data hub for creating and managing a list of **Transaction Types or Project Categories**. The categories defined here (such as "FA Procurement" or "Improvement and Modification") will be used to classify various projects or purchasing activities.

### **1. Main View (Transaction Type List)**

#### The main page of this module displays a list of all defined transaction types.

- #### **View**: This page displays all existing transaction types along with their status (active is marked with a green checkmark, inactive with a red cross).

### **2. Steps to Add a New Category**

1. #### In the **Transaction Type** input box, type the name of the new category you want to add.
2. #### Click the **\[Add\]** button.
3. #### The new category will immediately appear in the list below with an active status.

### **3. Managing Categories**

- #### **Modify**: You can change the name of an existing transaction type by clicking the edit icon (pencil) in the **Action** column.
- #### **Change Status**: You can activate or deactivate a category by clicking the green checkmark or red cross icon in the **Status** column.

### **Tips & Important Notes**

- #### Although this menu might be called 'Category List', its function is to manage 'Transaction Types' for project purchasing.
- #### This is an important master data setup module for project classification and reporting. The categories created here will become selection options when creating other project documents.