{"title":"Manage categories in Budgeting","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/manage-categories-in-budgeting/","link":"/onestopreporting/budgeting/budget/manage-categories-in-budgeting/","description":"Share categories with users or roles for collective access to budget templates","content":"\u003cp\u003eUse categories to organize your templates, making them easy to locate and identify. You can create private categories for your personal use or share the categories with your colleagues. Categories can be organized in a two-level hierarchy to support a logical structure.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eExample\u003c/strong\u003e: Create a \u0026quot;Sector\u0026quot; category with sub-categories \u0026quot;Public\u0026quot; and \u0026quot;Private\u0026quot;.\u003c/p\u003e\n\u003ch2 id=\"categorize-templates\" class=\"group\"\u003eCategorize templates\u003ca class=\"prose-heading-self-link\" href=\"#categorize-templates\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eAssigning a template to a category will make the template visible to other users as soon as it is published.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eBudgeting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eSelect the budget templates or packages you want to categorize.\u003c/li\u003e\n\u003cli\u003eClick on the \u003cstrong\u003ethree dots\u003c/strong\u003e, or the button with three dots  \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e in the upper right corner of your screen (if you want to categorize multiple budget templates at the same time)\u003cbr\u003e\n\u003cimg src=\"/onestopreporting/budgeting/budget/manage-categories-in-budgeting/img/en/budgetdots.png\" alt=\"Budget Dots\"\u003e\u003c/li\u003e\n\u003cli\u003eChoose \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_categories.png\"\u003e \u003cstrong\u003eCategorize\u003c/strong\u003e. The \u003cstrong\u003eAssign to categories\u003c/strong\u003e dialog is displayed.\u003c/li\u003e\n\u003cli\u003eSelect (\u003cimg src=\"/onestopreporting/shared-images/img/en/checkbox2.png\"\u003e) the categories you want use. You can also unassign categories by deselecting categories (\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_unselected.png\"\u003e).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eNote\u003c/strong\u003e: Categories marked with \u003cimg src=\"/onestopreporting/budgeting/budget/manage-categories-in-budgeting/img/en/btn_inactive.png\"\u003e have already been assigned to some of the selected report templates.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eApply\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eTo see the report templates you have categorized, select the relevant category/categories in the \u003cstrong\u003eSearch \u0026amp; filter\u003c/strong\u003ebar.\u003c/p\u003e\n\u003ch3 id=\"create-category\" class=\"group\"\u003eCreate category\u003ca class=\"prose-heading-self-link\" href=\"#create-category\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eBudgeting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eGo to the \u003cstrong\u003eCategories\u003c/strong\u003e section in the \u003cstrong\u003eSearch \u0026amp; filter\u003c/strong\u003e bar.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003e+New category\u003c/strong\u003e. The \u003cstrong\u003eNew category\u003c/strong\u003e dialog is displayed.\u003c/li\u003e\n\u003cli\u003eEnter the name of the category.\u003c/li\u003e\n\u003cli\u003eEnter a description of the category.\u003c/li\u003e\n\u003cli\u003e(optional) Select a parent category. \u003cstrong\u003eNote\u003c/strong\u003e: If a parent category has been shared with other users, sub-categories will also be visible to these users.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eCreate category\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou can drag and drop categories and category folders to change their order.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch3 id=\"share-category\" class=\"group\"\u003eShare category\u003ca class=\"prose-heading-self-link\" href=\"#share-category\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eYou can share your categories to give your colleagues access to the report templates in specific categories. In addition, your colleagues will be able to use your categories to categorize their report templates. They can not, however, share your categories with other people.\u003c/p\u003e\n\u003cp\u003eIn order to share a category:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eBudgeting\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eGo to the \u003cstrong\u003eCategories\u003c/strong\u003e section in the \u003cstrong\u003eSearch \u0026amp; filter\u003c/strong\u003e bar.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHold the mouse-pointer over the category you want to share. If the category contains sub-categories, the sub-categories will also be shared. If you share a sub-category, the top-level category will not be visible.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/en/share.png\"\u003e. The \u003cstrong\u003eShare category\u003c/strong\u003e dialog is displayed.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSelect the users with whom you want to share the category:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSearch: Use the \u003cstrong\u003eSearch\u003c/strong\u003e field to search for and select individual users.\u003c/li\u003e\n\u003cli\u003eRoles: In the top part of the list, you can select one or more roles. The category will be shared with all users belonging to the roles you have selected.\u003c/li\u003e\n\u003cli\u003eUsers: Select individual users in the list.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eApply\u003c/strong\u003e. The user(s) will see the shared category (and any sub-categories) under \u003cstrong\u003eShared with me\u003c/strong\u003e in the \u003cstrong\u003eBudgeting\u003c/strong\u003e screen. They will also see the report templates in the shared category and sub-categories.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eA budget template in a shared category can be assigned to other categories by the users with whom you share your category.\nThese categories can, in turn, be shared with other users than the ones with whom you originally shared your category. To \u0026quot;withdraw\u0026quot; the template from other users, you must remove it from the shared category. Unsharing your category will not have any effect on shared categories that you do not own.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[]}