Configuring Categories

Introduction

Access the Requirements Management Settings site to view the Categories page. Categories group tasks together, usually by the function of the items or the group that performs the items. Following are some out-of-the-box categories that are completely configurable to meet the needs of your organization's requirement process.

• Planning
• Requirements Definition
• Pre-Solicitation
• Solicitation
• Award

This page describes how to configure the categories needed to create your organization's checklists.

View categories

To view categories:

1. Navigate to the Requirements Management Settings site.
2. Expand Task Management and select the Categories option to navigate to the Categories page.

3. Enter category keywords in the search field and click SEARCH to filter the category list.

   

4. Click a category to navigate to its Summary page and view the tasks assigned to the category.
5. Click History to view the category modification history.

Create categories

You can create a new category whenever you need a new way to group items. For example, creating a new category for post-award tasks.

To create a category:

1. Expand Task Management and select the Categories option to navigate to the Categories page.
2. Click +Create to open the Create Category wizard.
3. Enter a category Name.

4. Click CREATE to create the category.

   

The new category is displayed in all new Requirement Checklist Setup items, and new and existing requirement checklists.

Update categories

You can change the names of the out-of-the-box categories or any newly created categories.

To update a category:

1. Expand Task Management and select the Categories option to navigate to the Categories page.

2. Click Vertical Ellipsis icon corresponding to a category and select Update to open the Update Category wizard.

   

3. Update the category Name.
4. Click UPDATE to update the category.

The new name is displayed in all new and existing tasks that reference it.

Delete categories

You have the option to delete existing categories. However, if any tasks reference the category, you cannot delete them. Make sure you complete or cancel all tasks that reference the category you want to delete.

To delete a category:

1. Expand Task Management and select the Categories option to navigate to the Categories page.
2. Click Vertical Ellipsis icon corresponding to a category and select Delete to open the Delete Category wizard.

3. Click DELETE to delete the category.

   

The deleted category is no longer displayed in requirement checklists.

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