Disabling built-in Categorizations

Not using Join’s built-in MasterFormat and UniFormat categorizations? Learn how to turn them off

Join provides two built-in categorizations for specific versions of MasterFormat and UniFormat. If your project uses a different version of either of these work breakdown structures or does not use them, you can disable them.

Once disabled, the option to group and filter by the disabled categorization(s) is hidden on Items, Milestone Estimates and Budgets, Dashboards, Reports, and limiting access to Collaborators by Category. Doing so will help eliminate confusion when using similar category names for your project's version of UniFormat and MasterFormat.

Disabling Built-in Categorizations

  1. Click the Settings tab in the top navigation bar
  2. Scroll down to the Categorizations section
  3. Click the toggle next to the Categorization(s) you want to disable
  4. Click Ok on the informational dialog

Note: Built-in Categorizations can be reenabled at any time, and any previous Category information will remain intact.