Solution Categories: Creating, Editing, and Navigating

This process encompasses creating new Solution Categories and editing and navigating existing Solution Categories.

Create New Solution Category

1. To access the Solution Categories screen, select the Solution Categories option from the Solution menu on the left.

2. To create a new Solution Category, select the 'Create Solution Category' button option at the top of the list page.

• Fill out all required fields.

• Select the ‘Save’ button at the top of the screen when done.

Edit Existing Solution Category

To edit a Solution Category, select the desired Solution Category from the list screen provided.

• Select the ‘Edit’ button option from the top of the screen.

• When all desired edits have been made, select the ‘Save’ button option from the top of the screen.

Navigating an Existing Solution Category

Each Solution Category displays 4 tabs of information on the view screen: Summary, TBM, Associated Solution, Associated Projects.

Summary tab:

This tab provides all details pertaining to the Solution Category. All fields on this tab can be updated.

TBM tab:

This tab displays a roll up of financial information based on all budget items associated with each component aligned to a Solution Category.

Note that this list can be exported by selecting the 'Export List' button option at the top of the screen.

Associated Solution Name tab:

This tab displays a list grid of all Solution Names aligned with the selected Solution Category.

Associated Projects tab:

This tab displays a list grid of all Projects associated with the component to which the Solution Category is aligned.