If you have the community role, you can configure custom made categories for your community.
- Go to the Community menu. This is visible on the left menu bar (the community menu option displays the name that you have given to the community).
- Browse to the tab “Segmentation”.
- Click “Add category” and follow the steps to configure the category.
- Select a name for the category
- Select the type of values: free text, date or a list with values.
- In case of a list with values, you can enter the values manually or you can use a list that you have uploaded before into the system. In that case, you can select your uploaded list here. To get information on how to upload a list of values, click here.
- Define if the field is required and some other details.
- Define if the field is required and some other details.
- Define if the field is required and some other details.
- Confirm.
- When done, click the button “Apply changes” on the left top of the screen.
Note1: Custom made categories are referred to as flexible columns in the bizztracker terminology. These fields can be configured by the customer and are mostly used to give one or more labels to projects and portfolios. It allows advanced segmentation by the user. Note2: Only categories defined with values in a select list (drop down field) are included for filtering project and portfolio lists and reports.