Create a Category
- Sílvia Loureiro
- Emre
1. Create a Category
1.1. Prerequisites
A user with administrator permissions, creates a new category.
1.2. How to
To create a Category within the Budget Management for Jira , follow these steps:
1.2.1. From your admin section, on your left-hand side menu click on the 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. Click on the "Create a New Category" button in the upper right corner; this action will open the panel to create a new Category.
1.2.4. To create a new Category, make sure you provide all the necessary information.
1.2.5. Proceed by clicking on “Create” button.
Categories are used to organize, sort, and group similar things together to facilitate understanding, navigation, and management.
Once created, these categories can be selected and linked when adding Income/Expenses, allowing you to organize them under the appropriate category for better budget management
1.3. Constraints
When it comes to creating a Category , there are a few important considerations.
1.3.1. The Category Name field is mandatory and must be filled in to create a Category.
1.3.2. You cannot create a Category with a name that is already in use.
1.3.3. Creating a Category requires the necessary administrator permissions.
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. Lack of administrator permissions will prevent Category creation.
1.4.2. Failing to complete required fields will result in an error message.
1.4.3. Using a duplicate name will prevent the Category from being created.