Create a Category
- Last UpdatedJan 19, 2026
- 1 minute read
To create a new category:
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Click Manage in the Lists and Schedules group of the Home tab. The Manage Lists window is then displayed:

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Click Add Category. The Manage Lists Category window is then displayed:

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Enter the name of the new category in the Category field.
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If applicable, select the type of category from the Category type field: User, Project or Company.
Note:
Each category type uses different environment variable to determine path where lists are stored.User
%PDMSUSER%\XXX\Data\Lists
Project
%XXXDATA%\Lists
Company
%PDMSDFLTS%\Data\Lists
XXX is a three-character code which identify project.
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Click OK. The Manage Lists Category window is closed. The new category is then listed in the Categories group of the Manage Lists window:
