Restricting existing or new Classifications to a single or more Projects
System Role: Enterprise Admin
It may be necessary to limit specific classifications to a particular Project for several reasons. For example, a classification might only be relevant to a specific Project, and utilizing it in other Projects could adversely impact reporting accuracy.
Restricting a Classification
Access the Enterprise Management Settings via the cog at top right of you Consulatation Manager.
Navigate to Classifications Management from the right.
Select the desired Classification Group from the drop-down menu for editing.
Select the classification you wish to restrict, or create a new classification as needed.
A details panel will be displayed on the right, providing information about the selected Classification.
Click 'Restrict on selected Projects'
A confirmation dialog will appear, prompting you to verify your intention to modify the restrictions for this Classification.
The Project Restrictions section will be activated on the right, and you will have access to a drop-down selector.
Please select the checkboxes corresponding to all applicable Projects, and then proceed by clicking 'Save Changes'.
Upon clicking 'Save Changes', you will receive a notification confirming that the modifications to the classification restrictions have been successfully applied.
Unrestrict a Classification
To locate the Classification Group, please follow the steps outlined above. If you have a large number of Classifications, you can efficiently filter the results using the three-dot menu for convenience.
Select the three-dot menu and activate the slider labeled 'Show restricted classification tags'.
The three-dot menu will display a notification confirming that a filter has been applied to the results.
Select the Classification you wish to unrestrict from the results, which will open the details panel on the right. In that panel, click on 'Edit' to proceed.
To remove a restriction from a specific Project, you may either click the 'X' adjacent to the Project name or utilize the drop-down menu to view all Projects. From there, select the checkboxes next to the Projects you wish to unrestrict, and then proceed by clicking 'Save Changes'.
Once you click 'Save Changes', a notification will appear, confirming the successful updates made to the classification restrictions.
