Define custom categories and columns once for the whole holding

What’s new

My categories and custom columns now have an “Available in” setting: this organization only, this organization and all its subsidiaries, or this organization and the subsidiaries you choose. Once shared, the structure is maintained centrally from the holding, each subsidiary keeps and uploads its own data, and any new subsidiary added later inherits it automatically if it is shared with all companies.

How it works in the holding

A shared category behaves like the group view of Dcycle’s own categories: you see every company’s rows in one table with an organization column, can filter by organization, and can add, edit or delete records on behalf of any subsidiary, choosing the company for each record. Downloads include the subsidiaries’ rows too, with the organization identified in the file. If a subsidiary already has a category or column with the same name, nothing is overwritten, you are told which one conflicts so you can resolve it and retry. If sharing is stopped later, each subsidiary keeps a local copy with its full historical data.

Why it matters

One consistent data structure across the whole group, without asking every company to rebuild it from scratch, while each subsidiary keeps full ownership of its own data.