Category Administration

Category management provides a way to group project data logically. Grouping by category provides a means for assigning a defined set of behaviors and rules to objects.  A category labels Vault data and can assign user defined properties to all data in the Vault. Categories assigned to Vault data can also assign lifecycle definitions and revision schemes.

Files, folders, custom objects, and items do not necessarily have to be assigned to a category. Data that are not assigned to a category use the default behaviors defined for the vault.

Default Category Assignment

Any object that is not specifically assigned to a category will be assigned to the default category determined for that entity class. All objects will always be assigned to a category as there is a default for files, folders, custom objects, and items.

Category Configuration

A category has associated properties and behaviors that are applied to an object  when it is assigned to the category. Those behaviors are of three types:

• Life cycles (files, folders, and custom objects only)
• Revisions (files and items only)
• User Defined Properties (files, folders, custom objects, and items)

Create and Manage Categories

In the Vault Settings dialog box the Behaviors tab provides category management options. You can create and manage categories, category behaviors, and assignment rules.

You must be an administrator to use this feature.