How to customize Taxonomy?

How to customize Taxonomy?

To customize the Taxonomy:

1. Click "Admin"


2. Click "Customisation"



Click "Taxonomy":



1) Tiers

Manage tiers here. You can set the projects tiers, the providers tiers and the provider lists:


To add a new tier for Projects, Providers or Provider Lists, type the new tier in the box and click "Add":


The new tier is added successfully:




You can edit the tiers, click the "Edit" button:


Change the tier and click "Update":




If you want to delete a tier, click the "Delete" button:


The tier was removed:



2) Risk
Here you can manage your risk categories:



To add a new risk category, type the name and click add:



The new category is added to the list:



To edit a category, click the menu on the right side of the name:



Then, click "Edit":



Make the changes and click "Update":



The category was updated:



To delete a category, click the menu on the right side of the name:



Then, click "Delete":



The category is removed from the list:


3) Strategic Levers

Here you can customize your strategic levers:



To add a new Strategic Lever, type the name and click add:



The new Strategic Lever is added to the list:



To edit it, click the menu on the right and choose "Edit":



Make the change and click update:



The list will be updated:



To delete a strategic lever, click the menu on the right and select "Delete":



The strategic lever is removed:



The next article will show How to manage Currencies and Rates?

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