To add a new Component Category—which allows you to group your materials, labors, machines, and assemblies, go to Settings/Components/Component Categories.
Note: Setting up these categories will save you time and give you more flexibility when creating assemblies later.
1. Click the component category tab you need.
2. Click the plus sign.
3. Enter the new category Name.
4. Add a basic Description if needed.
5. Select any components to Associate with this category.
Note: You can also add categories when you’re creating components.
Adding components to a category  | Adding categories to components  |
6. Click Save to complete your new category.