Update the Owning Workspace of an Evaluation Matrix Subcategory
In an Evaluation Matrix, individual evaluation subcategories can have their own owning workspace and are considered a shared data separate from the evaluation matrix. For more information about Evaluation Matrices, see Evaluation Matrix Overview.
You can change a subcategory's owning workspace only under the following conditions:
- The user has the Edit permission in Workspace > Configuration > Evaluation Categories.
- Only one subcategory is selected.
- The current workspace is the owning workspace of the selected subcategory.
To change the owning workspace of an existing evaluation matrix subcategory:
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select Dictionaries, and then select Evaluation Categories.
- Select the Context menu of an existing subcategory, and select Change Owning Workspace.
Note: This option is only available for users who have the Edit permission granted in Workspace > Configuration > Evaluation Categories.
- In the Select Workspace dialog box, select the new owning workspace from the list of workspace for the selected subcategory. You can also use the search.
Note: Only workspaces that use the same Evaluation Matrix and workspaces in the hierarchy up to the owning workspace of the subcategory are available for selection.
- Select Select.
- Select Save.
Tips
- Select Used By in the Context menu to see a list of workspaces where the selected subcategory is currently in use.
This setting is used in the following apps:
郞Portfolio Analysis |
Strategic Alignment |
Last Published Wednesday, October 16, 2024