Add or edit a TRM category

Add a new request or edit an existing request to create a TRM category.

Before you begin

The user must be part of the Enterprise Architect Group.

Role required: sn_apm.apm_analyst

Note:

The user (sn_apm.apm_analyst) must be part of the Enterprise Architecture Group.

About this task

A TRM category is a grouping of TRM software products by their purpose and function. The categorization helps you to consolidate TRM products and rationalize decisions. You can create a TRM category or edit an existing one to align it with your business requirements. You can define categories or rely on the Software Asset Management product classification.

Procedure

1. Navigate to All > Application Portfolio Management > Technology Reference Model > Categories.
2. Create or edit a category.
   • To create a category, click New.
   • To edit an existing category, click the name of the category.
3. On the form, fill in the fields.
   For field information, see TRM Category form.
4. Click Submit or Update.