Goal:
How to Customize Organizational Categories
renaming departments to project codes
renaming department
rename location
renaming departments to
The following article outlines how to customize Organizational Categories.
Important: Changing your Organizational Category labels will impact your employee's Procurify experience. Ensure that Category labels match your organization's structure and all users are informed.
Consider the following when creating a new Customized Organizational Category:
How you prefer to manage Budgets
How roles and permissions are managed in your organization
How projects are structured
Examples of different naming conventions:
You must be a Superuser or have custom permission to access Set up & Manage in Procurify Settings to complete the following steps.
Steps:
Navigate to Settings → Customize Organizational Categories
Enter Primary and Secondary Organizational Categories, both Singular and Plural.
Use only alphanumeric characters
Categories have a 15-character limit.
Select the Save Category Labels button.
Refresh the page, and verify the update by navigating to Settings.
The Customized Organizational Categories will be displayed under the first settings option under Set up & Manage. For example,
