Change Categories for Items in the Vault Client (Vault 2015 Only)

To change the category assignment for an item in Vault 2015, the item must be edited.

Note: This topic applies only to changing item categories in Vault 2015. See Change Categories in the Vault Client for Vault 2015 R2.
    Note: An item cannot be opened for editing if it is being edited by another user. You must have Item Editor Level 2 permissions to edit an item.
  1. Right-click an item in the item master and select Edit from the context menu.
    Note: A file and its dependents must be checked into the vault to edit the corresponding items. The Item Record dialog box displays all attributes and properties of the selected item.
  2. Click the drop-down arrow for Item Category and select the new category from the list.
  3. Click Save and Close to update the item master.