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.