Update a Category Value Reference

This functionality allows the admin to mass update an old category value to a new value. All objects associated with the existing category value will be updated with the new category value.

  1. Access the Category List.
  2. Double-click the category value you wish to view or right-click and select icon-view or edit category View Value. The category value attributes will appear in the window on the right-hand side of the screen.

  3. Click Refresh to ensure all values are displayed in the drop-down lists in the Category Value Reference Update section.
  4. Select the value that should be replaced from the Old Category Value drop-down list.
  5. Select the new value that will replace existing values from the New Category Value drop-down list.
  6. Click Save.
  7. Click OK in the two warning boxes.

    Notes:

    • These changes cannot be undone.
    • A message will display indicating the total number of category values that were updated.
    • The RCM, Objectives, Controls, Risks, and Project Test Detail records that are copied under/ scoped in a project will not be updated while updating a category value reference.

See Also

Categories

View a Category

Add a Category

Edit a Category

Create a new Category using an Existing Category

Delete a Category

View Category Values

Add a Category Value

Add Multiple Category Values

Edit a Category Value

Sort Values in a Category

Link Category Values to Roles

GP - Sec - Linked Object View Access for RCM Objects

Add an Icon to a Category Value

Delete a Category Value