This section describes how to enter new category information, including the category identifier, name, and description.
- Open the New Category Wizard, as described in Step 1. The General step of the New Category Wizard appears.
- In the Identifier field, enter an identifier for the new category.
Note: The Identifier field is mandatory. Identifiers are used by the Packager, Add-ons, and other external applications to identify the category. Elsewhere in PPM (scorecards, maps, forms etc.), the Name is used rather than the Identifier. When you wish to rename a category, it is recommended to modify the Name rather than the Identifier.
- In the Name field, enter a name for the new category, if you want a name that is different from the Identifier.
Note: By default, category names are <follows identifier>, mirroring the identifier. That way, if you change the identifier, the category name automatically changes accordingly. If a category name differs from the identifier and you'd like it to revert back to <follows name>, you can either delete the category name, or replace it with the exact identifier string.
- In the Description field, enter a brief description of the new category. You can include hypertext in the description.
- In the Owner field, from the drop-down list, select the owner of the new category from the list of available users. Your login is the default owner.
- Click Next to proceed to the next step of the New Category Wizard, where you enter information about the properties of the new category.