Project Categorization

Project Categorization Overview (Beta)
Description Project Categorization may be used to organize projects, thus making it easier for users to discover Projects and leverage the work that has al...
Thu, 4 Apr, 2024 at 3:17 PM
Project Categorization Dashboard Overview
Description Org Admins can use the Project Categorization Dashboard to add and manage Business Units, Categories, and Tags for an Organization. In...
Thu, 4 Apr, 2024 at 3:23 PM
Project Categorization - Adding Business Units, Categories, and Tags
Description An Org Admin must set up at least one Business Unit with Categories and Tags to begin categorizing Projects. These items are created and manage...
Thu, 4 Apr, 2024 at 3:25 PM
Project Categorization - Managing Business Units
Description An Org Admin can make changes to Business Units at any time. These changes include the following:  Changing the name of a Business Unit Lock...
Thu, 4 Apr, 2024 at 3:27 PM
Project Categorization - Managing Categories and Tags
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 m...
Thu, 4 Apr, 2024 at 3:27 PM
Project Categorization - How to Assign Categories and Tags to Projects
Description An Org Admin or the Project Creator can select Business Units within the Project Categorization Dashboard and assign Tags within one or more Ca...
Thu, 4 Apr, 2024 at 3:28 PM
Project Categorization - How to Remove Categories and Tags from Projects
Description An Org Admin or the Project Creator can remove one or more Categories and Tags from Projects by performing the steps within this article.  ...
Thu, 4 Apr, 2024 at 3:28 PM
Project Categorization: How do Users Discover Projects?
Description Users can discover Projects after at least one Tag within a Category has been assigned to them. Categories/Tags belonging to multiple Business ...
Thu, 4 Apr, 2024 at 3:29 PM