# Tags Tags are custom labels you apply to objects in PAI to add a layer of categorization beyond what the standard fields provide. You can tag: - **Projects** — for filtering and reporting across your portfolio - **Budget expense lines** — individual line items in a project budget - **Vendor profiles** — records in your vendor database Tags are shared across the organization. Workspace Owners and Admins manage them under **Settings → Tags**. --- ## Tag Groups Each tag can belong to an optional **group**, such as "Project Tags" or "Vendor Tags". Groups organize your tag list: a tag field shows the group name in front of each tag, so related tags sit together. Groups don't restrict where a tag can be used — every tag is available on every object you can tag. --- ## Creating Tags ### From a tag field Click a **Tags** field — on a project's Dashboard, or a Tags cell in a table — and type in **Search or Create...**. Pick an existing tag, or create a new one from what you typed. In tables, turn on the **Tags** column first if it's hidden (**Display Options → Columns** — see [Navigating PAI](../00-Understanding-PAI/Navigating-PAI.md#working-with-tables)). ### From Settings 1. Go to **Settings → Tags** and click **Add Tag** 2. Enter a **Tag Name**, pick a **Color** (or **Random**), and optionally choose or create a **Group** 3. Click **Create Tag** The Tags list shows each tag's **Name**, **Color**, and **Group**; change any of them in place. To delete a tag, right-click its row and choose **Delete**. > [!warning] > Deleting a tag removes it from every object it's been applied to across the entire workspace. This is irreversible. Rename a tag instead of deleting it unless you're certain it's no longer needed anywhere. --- ## Use Cases Tags are most valuable when your standard fields don't capture a dimension you want to filter or report on. Some examples: **Project tags:** - Content type classification (e.g., `Automotive`, `Fashion`, `Anthem`, `Comedy`) — lets you filter Insights or the project list by the kind of work, not just the client - Production type (e.g., `Photo`, `Production`, `Post`) — useful for segmenting financial performance by what you're actually making - Any dimension your organization wants to track across the portfolio that isn't captured by client, campaign, or stage **Expense line tags:** - Tracking PO numbers at the expense level (e.g., `PO-4421`) - Marking expenses as billable vs. non-billable to the client - Flagging expenses that require a specific approval process (e.g., `Legal Review`, `Client Pre-Approval`) - Categorizing by cost type beyond the standard category field **Vendor profile tags:** - Travel availability (e.g., `Local Only`, `National Travel`) - Specific skills or certifications beyond the standard job title - Availability patterns (e.g., `Short Notice`, `Weekends Available`) - Client pre-approval status (e.g., `Approved: Acme Corp`) - Payment preferences (e.g., `NET-15`, `COD Only`)