12 Catalogs and Categories

Learn how to create catalogs and categories.

A catalog is the top-level organizational container that defines the overall scope for grouping related product, service, or resource offerings. Each catalog is associated with an initiative, which governs its lifecycle and publishing behavior, and is categorized by type such as Product, Service, or Resource.

A category, on the other hand, is a logical classification within a catalog used to organize and structure the offerings it contains. Categories improve navigation and manageability, can be arranged hierarchically through subcategories, and do not have independent lifecycles outside the catalog they belong to.

Create a Catalog

To create a catalog:

  1. Click the Administration tab and then click Create on the Catalog and categories card.

  2. On the New Catalog page, enter your catalog name and description. The catalog ID is automatically generated for you.

  3. From the Initiatives drop-down list, select an initiative that you want to associate this catalog with. This initiative becomes the parent container.

  4. From the Catalog Type drop-down list, select either Product, Service, or Resource.

  5. Click Create.

The catalog is listed on the Catalogs page. By default, this catalog is in the In design state.

Create a Category

To create a category:

  1. Select the catalog in which you want your category to be listed.

  2. Click Edit.

  3. In the Associated categories section, click Add a new category under this catalog.

  4. In the New Category page, enter your category name and description.

  5. Click Update.

Your category is listed in the catalog. Expand your catalog to view all of the categories in the catalog.

You can also add subcategories within a category.

To create a sub category:

  1. On the New Category page in the Sub Categories section, click Add Sub Category.

  2. Enter a sub category name, description, and click the check-mark icon.

    The sub category is listed under the sub categories section.

  3. Click Add.

The category and the sub category are associated with the catalog.