A long-time customer asked the following question:
I am cleaning up my categories and I have set my old ones to inactive. I get that this will prevent them from being used with new projects and I can easily use our new setup going forward, but I would like to audit a few of our old projects. Is there a way to find out which projects are using a certain category?
Previously it was a little tricky trying to find out where a category was being used. You could run a report to reveal any time that was using a category. The Crosschart report by project and category is a good way to do this. However, this approach will not tell you which projects have a certain category associated with them. It will show you where time has been added to the category, but if a category does not have any time associated with it finding where it is being used was challenging until now.
The Settings & Defaults section has been updated to show which projects are using default categories. Navigate to Options (⚙️ icon) >> Settings & Defaults >> Default Categories to review your categories list. There is a count of how many projects are using the category. Simply click on the number to be taken to a project list that is filtered to show only the projects that are using that category.
Note: Only administrator level users that have been granted access to Settings & Defaults can access this section. This section will show which projects have default categories applied to them. It cannot be used to locate projects that are using custom categories.
We hope this helps track down where categories are being used. This same functionality has been added to default work types as well. This can be helpful if you need to track down which projects are using a certain work type.
If you have a question on this feature or need assistance with managing categories, please contact us.