12 Catalogs and Categories

Create Catalogs and Categories

Use this topic to create catalogs and categories.

To create a catalog:

  1. Go to Administration > Catalog and Categories and click Create.

  2. On the New Catalog page, enter your catalog name and description. The catalog ID is automatically generated for you.

  3. From the Initiatives drop-down list, select an initiative that you want to associate this catalog with. This initiative becomes the parent container.

  4. From the Catalog Type drop-down list, select the type as either Product, Service, or Resource.

  5. Click Create.

The catalog in now listed on the Catalogs page. By default, this catalog is in the In design state.

To create a category:

  1. Select the catalog in which your category would be listed.

  2. Click Edit.

  3. In the Associated categories section, click Add a new category under this catalog.

  4. In the New Category page, enter your category name and description.

  5. Click Update.

Your category is now listed in the catalog. Expand your catalog to view all your categories in the catalog.

You can also add sub categories category within a category as well. To create a sub category:

  1. On the New Category page, Sub Categories section, click Add Sub Category.

  2. Enter a sub category name, description, and click the tick icon.

    The sub category is now listed under the sub categories section.

  3. Click Add.

The category and the sub category are now associated to the catalog.