• A role with Administrator permissions is required.
  • A portfolio is open.
  1. Go to Object configuration > Data quality criteria.
  1. Hover over the template name.
  1. Select Edit criteria.
  • The configuration dialog opens.

The available settings are Type, Component, Room/segment, System, Zone, Floor, and Building. You can set information requirements rules for required fields, attributes, and documents for any of the above.

  1. Select + Add next to Type, Component, Room/segment, System, Zone, Floor, or Building.
  • The Add category or classification dialog opens.
  1. Select a category of elements or a classification system.
  1. Select Add.