Description

Categories and Tags for a Business Unit can be changed by an Org Admin any time after they have been created. 

This article will show how to make changes to Categories and Tags for a selected Business Unit within the Project Categorization Dashboard. 


In This Article


How to Make Changes to Categories and Tags

  • Expand the Manage Menu in the Menu Bar and select Project Categorization.


  • Select the Business Unit within the dashboard.

  • Click on the Category to select it.


  • A dialog window will appear and can be used to make changes.

  • Remember to click the Save button.


How to Change the Category Name and Description 

NOTE: Category and Tag name changes will be reflected automatically after saving the changes.

  • Click on the Category Name or Description.
  • Enter the new value.
  • Click the Save button.


How to Change a Tag Name

  • Click on the Tag Name.
  • Enter the new value.
  • Click the Save button.


How to Add Tags to a Category

  • Click on Add button below the existing Tags.


  • Next, enter a Name for the new Tag.
  • Once finished, click the Save button.


How to Remove Tags from a Category

A Tag cannot be removed from a Category if assigned to one or more Projects. Complete the steps below to remove a Tag from a Category. 

  • Click on the Remove button to the right of the Tag name.


  • Once finished, click the Save button.


NOTE: If the Tag is currently assigned to one or more Projects, the following warning will be displayed, and the Tag will not be removed from the Category.

 


How to Remove Categories from Business Units

IMPORTANT: Projects that belong to the Category/Tags will no longer be categorized for that Category and its related Tags when a Business Unit is removed.

  • Click on the Delete button in the bottom right of the dialog window.


  • Click Save in the confirmation prompt.


  • The Category will no longer appear in the dashboard for the Business Unit.