Categories

Categories are labels that provide a way to group objects logically. Grouping by category also provides a means for assigning a defined set of behaviors and rules to objects.

A category can automatically assign user-defined properties to objects in the Vault. Categories can also be used to automatically assign lifecycle definitions or revision values to files.

Default Category Assignment

Category Configuration

Change Category Workflows

You can change the category assignment for files, folders, custom objects, and items in the Vault client, and for files in the AutoCAD, Inventor, and Revit Vault add-ins.