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Category management teams (CMTs)

A CMT (Category Management Team) is the workspace for a buying category — the people and activity for a product area the group buys. The CMT page pulls together, for one category, its team, the deals, tenders, documents, turnover queries, and promotions that belong to it.

A CMT is a category: the two words are used interchangeably. Deals, turnover streams, tenders, and reports are all tagged to categories, and the category picker you see across the platform (report builders, filters) is the list of CMTs.

The category structure

Categories form a tree under a root called "PSA Categories": the root holds the CMTs, and each CMT can have sub-categories. Categories are group records; a category's members and its place in the tree are stored as relationships, not as columns on the category itself.

A deal can belong to several categories (see Editing deal core details — the deal categories picker), and turnover streams carry a category too. This is how everything on the CMT page is scoped to the category and its sub-categories.

The CMT page

Opening a CMT (/cmt?id=…) shows tabs:

  • Home — an editable intro/landing text for the CMT (rich HTML).
  • Team — the CMT members grouped by their role: Chair, Vice Chair, Primary Negotiators, and Support & Administration. A member's role is a label on their membership of the category.
  • Agreements — the deal browser pre-filtered to this category's deals that need validation; a badge shows the count.
  • In negotiation — the deal browser filtered to deals still in negotiation.
  • Tender — the tenders for this category.
  • Documents — the document search scoped to the category.
  • Turnover queries — the turnover dashboard for the category, surfacing queried figures.
  • Promotions — the category's promotions.

Each tab embeds a feature documented elsewhere, scoped to the category — the CMT page is the hub that assembles them, with badge counts for attention items (deals awaiting validation, in-negotiation deals, tenders, documents, turnover queries).

Editing a CMT

The Home intro text is editable in place; the UI shows the edit button only to superusers. The team (who's on the CMT and their role) is managed through the group/category admin tools.

Who can view and edit

Viewing a CMT requires a logged-in user with the base view permission. The Home-page edit is gated to superusers in the UI only — the save endpoint has no server-side role check.

Note the intro page is stored keyed by the category's name, not its ID — so renaming a category orphans its intro text.

Why does a CMT page change unexpectedly

  • A badge count moved — deals changed status (into/out of validation or negotiation), or turnover queries were raised/resolved; badges reflect the category's live activity.
  • A deal appeared/disappeared from a tab — its category assignment changed, or its status moved between the Agreements and In-negotiation filters.
  • The Home text is blank after a rename — the intro page is keyed by the old category name.

What a CMT is not

  • Not a security role — CMT membership and roles (Chair, etc.) are organizational labels, not the permission groups in the permissions matrix (though category security can key deal visibility on category roles).
  • Not a deal or a tender — it's the category workspace that aggregates them.