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Jama Connect User Guide

Managing categories in projects (users)

The interface for the Categories feature consists of multiple parts and depends on your view: List View, Reading View, or Single Item View.

Categories UI with labels for 5 areas.

  1. Categories tab in the Explorer Tree — Select it to open the Categories UI.

  2. Category tree — Select a category to view specific details about a category like the Category Path. You can also expand the tree to see how your organization admin organized the hierarchy for the categories they created.

  3. Category Path and list of variations column — Displays the category variation paths and Category Path IDs.

  4. Applied column — Displays the version history, which allows you to see which version the item was at when the category was applied. When you view an older version, you can see which categories were applied or unapplied.

  5. Manage categories button — Select it to open the Manage categories window where you can apply and unapply categories.