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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. All required mandatory fields must be completed; otherwise, you won’t be able to save the update.

1.3.2. The category name must be unique; a duplicate name will result in an error.

1.3.3. Only users with the appropriate permissions can update categories

1.4. Issues that may arise

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

1.4.1. Lack of administrator permissions will prevent Category updates.

1.4.2. Failing to complete required mandatory fields will result in an error message.

1.4.3. Using a duplicate name will prevent the category from updating successfully.