Description

Changes can be made to Categories and Tags any time after they have been created for a selected Business Unit. This includes the following: 


This article will show how to make these changes for a selected Business Unit within the Project Categorization Dashboard


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.


Changing the Category Name and Description 

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


Changing Tag Names

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


Creating More Tags for a Category

  • Click on Add button below the existing Tags.


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


Removing Tags from a Category

Please note that any Projects added to that Category Tag will no longer be tagged when removed.

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


  • Once finished, click the Save button.


Deleting Categories from Business Units

Please note Projects belonging to the Category/Tags will no longer be categorized for that Category and its related Tags.

  • 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.