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Update and edit category sets

Follow these steps to make changes to the Manage Goal Category Sets.

  1. From the Navigation bar under Performance Planning, select Manage Goal Category Sets.
  2. Click the name of the Goal Category Set you want to edit.

  3. Make changes to the category set.
    • Update the category set name.
    • Click a node name to make changes to a description or name.
    • Add a node. Delete a node if the Category Set is not associated with a goal plan.
    • Drag and drop a node within or between levels.

      Note

      Nodes can be added to active Category Sets but cannot be deleted.