ALERT: Some images may not load properly within the Knowledge Base Article. If you see a broken image, please right-click and select 'Open image in a new tab'. We apologize for this inconvenience.

Create new project type and new project category

book

Article ID: 226267

calendar_today

Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

A new Project Type and Project Category have been created, but I do not see the Category as an option.

Cause

In order for a Category to be selectable, it must be associated to a Type first.

Environment

Release : 15.9.1, 15.9.2, 15.9.3

Resolution

1. Ensure that the Type and Category are both created

a. New Types are created under the "Idea and Project Type" Lookup

b. New Categories are created under the "Idea and Project Category" Lookup

2. Within Clarity go to "Home" then under "Custom Objects" select "Lookup Mapping"

3. Create a "New Lookup Mapping"

4. For "Mapping Type" select "Idea and Project Type/Category", and for "Parent Lookup" select the desired "Type". For "Child Lookup" select the created Category