> For the complete documentation index, see [llms.txt](https://docs.supria.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supria.com/home/get-started/workspaces-in-everyday-life/configure-the-workspace/settings-and-registrations.md).

# Settings and registrations

Configure the values, project types, and prioritization criteria used in Supria Workspaces forms and processes.

Several **Settings** options work as registries: you create and edit items that then become available as options in Supria Workspaces forms and processes.

This page covers the main registries:

* **Metadata**: values used in selection fields, such as **Category**, **Department**, and **Strategic Impacts.**
* **Project Types**: options available in the **Project Type** field, including the approvers associated with each type.
* **Project Prioritization**: criteria used to score and prioritize projects in the portfolio.

***

### Create and edit metadata

**Metadata** provides the values shown in the system's selection fields. For example, when you configure the **Category** field, the values registered under that category appear as selectable options.

#### Create a metadata item

{% stepper %}
{% step %}
In Supria Workspaces, click **Settings** in the left sidebar, or click the icon next to your user photo in the top-right toolbar.
{% endstep %}

{% step %}
Click **Metadata** on the settings bar.
{% endstep %}

{% step %}
Select the category you want from the list, such as **Strategic Impacts**.
{% endstep %}

{% step %}
Click **New**.
{% endstep %}

{% step %}
Enter the metadata item's **Name**.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}

#### Edit a metadata item

{% stepper %}
{% step %}
In the item list, find the metadata item you want to change.
{% endstep %}

{% step %}
Click **Edit**.
{% endstep %}

{% step %}
Change the **Name**.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}

#### Validation rules

* **Required name**: You can't save an item with an empty name.
* **Duplicate name**: The system blocks the save and tells you an item with the same name already exists.
* **Character limit**: The name can have up to 200 characters.
* **Item in use**: You can't delete an item linked to existing projects.

***

### Create and edit project types

**Project Types** define the options available in the **Project Type** field when you create a project. Each type can also have one or more associated approvers.

#### Create a project type

{% stepper %}
{% step %}
In Settings, click **Project Types**.
{% endstep %}

{% step %}
Click **New**.
{% endstep %}

{% step %}
Enter the **Name** of the project type.
{% endstep %}

{% step %}
In the **Approvers** field, select one or more approvers.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}

#### Edit a project type

{% stepper %}
{% step %}
In **Project Types**, select the project type you want to change.
{% endstep %}

{% step %}
Change the **Name** or **Approvers**.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}

#### Validation rules

* **Required name**: The **Save** button stays disabled until you fill in the field.
* **Duplicate name**: The system blocks the save and tells you the name is already in use.
* **Character limit**: The system tells you when the name exceeds the allowed limit.
* **Special characters**: Disallowed characters are rejected, and an error message appears.

{% hint style="info" %}
Names in the list of available approvers come from **Access Directory**.
{% endhint %}

***

### Change project prioritization criteria

Project Prioritization criteria determine how projects are scored and prioritized in the portfolio. Criteria can consider, for example, **Strategic Categories**, **Strategic Impacts**, and **Return on Investment (Payback)**.

To change a criterion:

{% stepper %}
{% step %}
In Settings, click **Project Prioritization**.
{% endstep %}

{% step %}
Click **Edit**.
{% endstep %}

{% step %}
Change the fields you need, such as **Criterion Name**, **Weight**, **Type**, or **Status**.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}

You can change a single field without modifying the criterion's other values. For example, you can change only a criterion's **Weight**.

#### Validation rules

* **Criterion Name**: Required, up to 255 characters, and must be unique.
* **Weight**: Must be numeric and can't be negative.
* **Type**: Required and must match one of the predefined types.
* **Status**: Must be **Active** or **Inactive**.

***

### Control who can change these settings

Access to **Metadata**, **Project Types**, and **Project Prioritization** is defined in **Settings > Workspace Permissions**.

The Workspace Administrator can set the access level to these settings for each profile type:

* **Read**: lets a user view the settings, but not change them.
* **Administration**: lets a user create, edit, and, when applicable, delete items.

{% hint style="success" icon="lightbulb" %}
**Tip:** When an item is already linked to existing projects, the system blocks its deletion to preserve data integrity. When available, **deactivate** the item instead of deleting it.
{% endhint %}