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.