Create new project type and new project category

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

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

Environment

Release : 15.9.1, 15.9.2, 15.9.3

Cause

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

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