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

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


Project Categorization Dashboard Panes

The Project Categorization Dashboard consists of two panes: 

  • Business Unit Pane - View, add, and manage Business Units within the Organization.


  • 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/OptionDescription
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.
Delete a Business Unit from the Organization.
View more information about an item in the dashboard.