Description
Org Admins can use the Project Categorization Dashboard to add and manage Business Units, Categories, and Tags for an Organization.
In This Article
- How to Access this Dashboard
- Project Categorization Dashboard Panes
- Dashboard Icons, Buttons, and Options
How to Access this Dashboard
- Expand the Management Menu in the Menu Bar and select Project Categorization.
Project Categorization Dashboard Panes
The Project Categorization Dashboard contains two panes:
- Business Unit Pane - View, add, and manage Business Units.
- Categories Pane - View, add, and manage Categories and their Tags for a selected Business Unit.
Dashboard Icons, Buttons, and Options
The following icons, buttons, and options are available within the Project Categorization Dashboard.
Icon/Button/Option | Description |
Filter Business Units or Categories within the dashboard. | |
Add a new Business Unit to the Organization. | |
Add a new Category and Tags to a selected Business Unit. | |
Edit the Business Unit name. | |
Lock a Business Unit. When locked, it cannot be deleted. | |
Unlock a Business Unit. | |
Remove a Business Unit from the Organization. | |
View more information about an item in the dashboard. |