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.