In the application, go to Settings | Project to find your list of Segments.
Segments allow you to organize your projects into various groups. This is important for searching, sorting, and reporting. Once you have your segments set up and projects assigned to various options, you will be able to run profitability reports and compare the various segments' performance against each other.
You are allowed up to 12 segments, though most of our accounts use 6 or less, and each segment can have an unlimited number of options, but we recommend keeping things fairly simple.
Click the segment name, and the system will present you with an edit window. Enter the name of your Segment in the Name field and then type a list of values, each separated with a carriage return. These values will build the popup menu presented to users when entering data on projects and proposals. You can also leave the Values field empty and then when entering data users are presented with an edit field, rather that a popup menu, where they can enter custom values.
With a segment like the one shown above, you can compare various building types to determine your most profitable segment. We suggest using leading identifiers such as "Com-" for commercial buildings. This will help organize projects when searching, sorting, and reporting.