Decision Lens Accelerate - Tagging

Tagging provides a means to categorize data for finer granularity of filtering.  Tags can be added to Budgets and/or Projects and provides a means to have a one to many categorization.  A Tag Column will be present for all Portfolios as a default Field that can not be removed but can be reordered as desired.   

Tags can be managed via a Manage Tags dialog or entered directly into the table.  Manage Tags can be accessed via the More (…) Menu or the Tags Column dropdown.   

 

On first entry, there will be a single Category for all tags called “Default”.  For simple use cases, all Tags can be comingled into a single grouping “Default” Category which cannot be deleted or renamed.  These will always be colored Grey.  

 

 

Tags can be added by simply typing and hitting enter.  Clicking Tab will jump to add a new tag for faster multiple entry.   

If desired, new Categories can be created to be able to better organize tags.  Adding new Category will automatically assign a color which can not be edited at this time.  All Tag Category names must be unique and Tags must be unique within a category however can be duplicated across categories. Tags can also be dragged and dropped across Categories to organize. Tags and Tag Categories can be edited or deleted by clicking on the respective icons while hovering.  Deleting a Category will delete all associated Tags. 

The Tag column will always be displayed in the Projects view however.  Double clicking into a cell will display a dropdown of already available Tags.  Click a Tag to add it and once clicked, only other available Tags will be options.  Once added, Tags will display along with associated Category color.  Hovering over a Tag cell will provide more detail of the Tag and Tag Categories. 

If desired, new Tags can be added by Typing and hitting enter.  New Tags will always be added to Default Category  

Sets of Tags can be copied and pasted from one cell to another as a quick means of applying multiple Tags.  

Tags are applied in the same manner in the Project Details and Cost Field Edit view.