The Job Catalogue is a custom list type that allows you to build and store a standardised list of role names for use within your portal. This catalogue can be applied via configuration to all projects within specific assets.

Navigate to Settings, go to Custom Lists and click on the Create Custom List button. 

Enter a Custom List Name and select the assets to associate with this list. The list type automatically defaults to Job Catalogue.

Enable Apply to Project Roles to standardise role entries. When enabled, role names for projects within the selected assets are restricted to the predefined Job Catalogue list. The system blocks any input that doesn't match a catalogue record. 

Click Add Assets. You can associate multiple assets with this job catalogue.

Note: Assets with a lock icon already have another job catalogue linked and cannot be selected. One asset can only be associated with one job catalogue.

Click Save to complete your list setup.

Once the job catalogue is created, you'll be taken to the Manage List Items page. Click Add List Item to begin adding roles.

Enter the Item Name and optionally add an item code and description. Then, click Save. Repeat until all roles are added.

Managing Job Catalogue Items

To add, update, or delete job items from a job catalogue, find your custom list and select Manage List Items.

To add a new list item, click Add List Item. To edit an existing item, click the edit icon. To delete a record, click the delete icon.

Updated 17 October 2025 08:20