Creating Property Categories

To create a property category:

  1. From the Home page, select Administer.
  2. From New, select Property Category.
  3. Enter a name and description for the property category.
  4. If using Common User Provisioning, from External Group - Edit and External Group - Read, select a user group provisioned to the Oracle Data Relationship Management application in Oracle Hyperion Shared Services. Users in these external groups will be assigned membership to the property category with the specified level of access (edit or read) when a synchronization from Shared Services takes place.
  5. On the Properties tab, select properties from the Available list to assign to the property category and use the arrows to move the properties to the Selected list.

    Note:

    You can use Ctrl+Click or Shift+Click to select multiple properties. Double-click a property to select or deselect it.

  6. Use the arrows to reorder the selected properties or click Alphabetize button to alphabetize the selected properties.
  7. On the Users tab, select users from the Available list to assign to the property category and use the arrows to move the users to the Selected list.
  8. Select the row for a user in the selected list and click Edit button in the Action column.
  9. From the Access column, select Read or Edit to assign the user a level of access to the property category.
  10. Click Save button in the Action column to save the change or Cancel button to discard the change.
  11. Click Save button.