Adding a Project Classification at the Organisation Level

To add a business classification to your organisation:

  1. Navigate to the Business Classification Page
  2. Select the +Add... button.

    An Add Business Classification dialog box displays.

  3. In the dialog box, enter a business classification label.
  4. (Optional) Add values. Defined Values can be assigned to individual contracts on your project.
    1. In the Value field, enter text.
    2. Select the + (plus) sign.

      The value will display in the text box.

  5. (Optional) Choose to allow "None" for tracking purposes. When you select this option, you signify you wish to track this business classification,but the classification may not apply to all organisations.
  6. Optional) Choose to require certificates to be attached in order for the business classification to apply to an organisation..
  7. Select Add.
    • The dialog box closes and a confirmation message displays, confirming you successfully added the business classification.
    • The business classification displays in the table on the Organisations Classifications page. When you reload the page, the table will list business classifications in alphabetical order by label.