Step 2: Entering General Category Information

This section describes how to enter new category information, including the category identifier, name, and description.

1. Open the New Category Wizard, as described in Step 1. The General step of the New Category Wizard appears.
2. 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 Primavera Portfolio Management (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.

3. 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.

4. In the Description field, enter a brief, meaningful description of the new category. You can include hypertext in the description. The category description appears as tooltip text in category selection lists, helping users distinguish categories with similar names.
5. 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.
6. Click Next to proceed to the next step of the New Category Wizard, where you enter information about the properties of the new category.