Industry Manager

The Industry Manager allows you to manage your Industries, which are used to group multiple projects and clients together into a single group. This allows you to assess how your orders are performing across various verticals.

Examples

• Automotive

• Education

• Financial Services

Creating a new industry

1. Navigate to the Data Management page by clicking on the Settings icon and clicking on the Data Management option.

   
2. Click on the Add Industry button in the top right.

   
3. Enter the industry name in the input field and select Confirm.

   

Editing an industry

1. Select the industry action dropdown and click on the Edit button.

   
2. Enter the new name for the industry in the input field and select Confirm.

   

Deleting an industry

1. Select the industry action dropdown and click on the Delete button.

   
2. Select Confirm on the confirmation dialog.

   

When attempting to delete an industry that is in use, you will be presented with an option to relink the clients and projects which are using this industry.

1. Select Yes on the Industry in Use dialog.

   
2. Select a replacement industry from the dropdown.

   • You may select 'None' if you just want to remove the industry and not replace it with another industry.

   
3. Select I Understand to confirm the clients and projects that will be updated.

   
4. Select Yes to confirm that these actions cannot be undone.