---
title: Standard Categorizations
description: Ensure adoption of company Categorization standards on all Join projects
---

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1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en)
2. [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en)
3. [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards)

# Standard Categorizations

## Ensure adoption of your company's Categorization standards on all Join projects.

| Company administrators can create a customized set of standard Categorizations that will be included as default Categorizations on all new company projects and can be retroactively [applied to existing projects](https://success.join.build/en/knowledge/getting-started-with-custom-categories?hsLang=en#adding_company_standard_categorizations). |  | **Available only to Company Administrators** |
| --- | --- | --- |

### Benefits of Standardized Categorizations

- **Consistency across projects:** Standard categorizations will help organize data, providing internal consistency for other project stakeholders who desire a standardized way to view information.
- **Streamlined project setup:** Since standard Categorizations are automatically included on all new projects, this will reduce the time it takes to get up and running. You can also include them in your company's [project template](https://success.join.build/en/knowledge/project-templates?hsLang=en).
- **Fewer import errors:** When you use the work breakdown structures used in your estimating platform to create your standard categorizations, all your codes should match [during import](https://success.join.build/en/knowledge/importing-an-estimate-file?hsLang=en), reducing errors.
- **Comparing historical data:** Using consistent categorizations across all projects makes it easy to align costs when creating a [Project Comparisons report](https://success.join.build/en/knowledge/project-comparisons-report-overview?hsLang=en).

### Creating Standard Categorizations

To create a standard Categorization for your company:

1. Click **Company Settings** in the navigation panel
2. Click the **Standards** tab
3. Click the **Categorizations** section
4. Click the **+ Create Categorization** button
5. Enter the **Name** of the Categorization
6. Enter a **Description** for the Categorization (optional)
7. Select the [Categorization Types](https://success.join.build/en/knowledge/categorizations#categorization_types) (optional - all are selected by default)
8. Add Categories to the Categorization by [importing a list](https://success.join.build/en/knowledge/importing-a-categorization?hsLang=en) or creating them manually
9. Once the Categories are added, click the **Create** button![](https://success.join.build/hs-fs/hubfs/image-png-Dec-09-2025-12-38-21-6511-AM.png?width=596&height=634&name=image-png-Dec-09-2025-12-38-21-6511-AM.png)

***Tip:*** *If you're creating the Categorization manually, you can copy and paste values into the table to save time.*

### Editing Standard Categorizations

To edit an existing standard Categorization:

1. Click **Company Settings** in the navigation panel
2. Click the **Standards** tab
3. Click the **Categorizations** section
4. Click the **Options** button to the far right of the Categorization and select **Edit**
5. Make your changes and click the **Save** button

![](https://success.join.build/hs-fs/hubfs/image-png-Dec-09-2025-12-36-15-0553-AM.png?width=670&height=342&name=image-png-Dec-09-2025-12-36-15-0553-AM.png)

***Note:*** *Editing a standard Categorization does not update these Categorizations on existing projects due to potential conflicts with the categories already in use on those projects. To use the updated version of a standard Categorization on a project, the old version must be deleted from the project and then re-added.*

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