Site / Project Categories

The standard categories are Category 1, Category 2, Category 3. These will not fit your exact process, so here is the process to change them:
Hover over each step to view a walk-through
In the Project Intake sheet, find the Project Category column and double click the column header.
Edit the three drop-down options. Change them to categories that meet your requirements. In the videos above, "Example" is used in place of "Category".
Referencing your category edits, replace the column headers and the corresponding cells in Row 1 in the Portfolio Metrics Sheet. Doing so will enable the metrics to pull correctly for each category. Be sure to use exact spelling.