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  1. Organizational Category - Location or Department
  • September 26, 2023 15:54
  • Updated

How to Update the Location and Department Naming Convention

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: 
Organizationalsegments.PNG

 


You must be a Superuser or have custom permission to access Set up & Manage in Procurify Settings to complete the following steps. 

Steps:

  1. Navigate to Settings →  Customize Organizational Categories 
  2. Enter Primary and Secondary Organizational Categories, both Singular and Plural. 
    • Use only alphanumeric characters
    • Categories have a 15-character limit.
  3. Select the Save Category Labels button.
  4. 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,

 

Additional Information: 

  • What are Organizational Categories?
  • What is the purpose of a home Location and Department in a user profile?
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