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1. Update a Category

1.1. Prerequisites

A user with administrator permissions, updates a category.

1.2. How to

To Update a Category within the Budget Management for Jira, follow these steps:

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1.2.1. From your admin section, on your left-hand side menu click on the cog (blue star) settings icon, this action will take you to the overview page.

1.2.2. On the left-hand side menu, click on "Category", which will open the Category's panel list.

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1.2.3. Choose the category you wish to edit/update from the list by clicking on the "Edit/Update" (blue star) icon.

1.2.4. Here, you can make the necessary updates to the fields you require.
1.2.5. Finally, click the "Update" button to save your changes.

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1.3. Constraints

When it comes to creating a Category , there are a few important considerations.

1.3.1. If you forget to fill in a required field, you won't be able to successfully create a Category.

1.3.2. Please note that the Category type field is mandatory on the create Category form

1.3.3. Additionally, not having the necessary permissions will prevent you from successfully creating a Category.

1.3.4. Similarly, if you try to create a Category with a name that has already been used, the Category won't be created successfully.

1.4. Issues that may arise

When you're attempting to Create a Category, there are a couple of potential issues that might come up.

1.4.1. If you lack administrator permission to create Categories, you won't be able to proceed with Category creation.

1.4.2. Additionally, if you forget to fill in the necessary fields, an error message will be displayed.

1.4.3. If you attempt to create a Category using a name that’s already in use, the Category won't be successfully created.