Establishing Project Codes 165
Establishing Project Codes
In this chapter
Defining and Assigning Project
Codes
Grouping, Summarizing, and Filtering by Codes
You can organize the projects in the enterprise project structure (EPS) in groups according to specific categories, such as location and division, using project codes. The module supports an unlimited number of hierarchical project codes; you can establish as many as you need to meet the filtering, sorting, and reporting requirements for your projects. For example, use project codes to arrange projects hierarchically when your EPS contains many projects within many levels.
Read this chapter to learn how to set up project codes, assign code values to projects, and use project codes to organize your layouts.
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166 Part 2: Structuring Projects
Defining and Assigning Project Codes
You can use project codes to group projects and consolidate large amounts of information, and to generally distinguish one project from another. You can group by project code in the Open Project dialog box and in the Projects window, by right-clicking anywhere in the dialog box or window, choosing Group and Sort By, then selecting the project code name. All projects assigned a value for that code display in the Open Project dialog box or the Projects window, grouped by their corresponding value. Any project not assigned a value for the project code is placed at the bottom of the window under a No Code group band.
Choose to group the selected projects by project code; all predefined project codes are available in the Group and Sort By menu.
Project codes are set up in the Project Codes dictionary, which is available to the entire organization. You can create values for the predefined codes, or you can create new project codes and values for use with your projects. Assign code values to projects using the Codes tab in Project Details.
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Define project codes and values Choose Enterprise, Project Codes. Click Modify in the Project Codes dialog box, then define as many project code definitions as you need.
Click Modify, then supply a project code name, along with the number of characters that will be available for each code value.
To add values to a project code, click Close in the Project Code Definitions dialog box. In the Project Codes dialog box, select the project code for which you want to establish values, then click Add and type the values and descriptions. To change a code value’s position in the project codes hierarchy, select the code, then click the appropriate arrow button.
For example, if you create a code called Location, you may then want to specify code values for the different cities in which your company has offices, such as Philadelphia, Chicago, and San Francisco. Within these office locations, you can create values for the specific departments located in that city. To indent a department beneath a city location, first select the department, then click the up or down arrow buttons until it is directly below the city location. Click the right arrow button to indent the department.
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168 Part 2: Structuring Projects
Click the arrows to move values up or down in the list, or to change a selected value’s position in the hierarchy.
To see a graphical display of your project codes hierarchy, click the Display Options bar and choose Chart View. You can also modify the appearance of the table or chart using the other menu commands available from the Display Options bar.
Defining weighted project codes Weighted project codes enable you to rank or prioritize projects using a weight value and then view projects by score. The Project Management module works with the Primavera Web application’s project codes and scoring feature to determine the score of each project code. For example, assume you rank projects in terms of risk. Project codes with the highest score have the most risk; those with the lowest score have the least risk.
To add weight to a project code, in Project Codes enter a value in the Weight column. To display the Weight column, click the Display Options bar, select Columns, then choose Weight. The Project Score field, located on the Primavera Web application’s Project Statistics portlet, can show you the score of each weighted project code you create.
In Project Code Definitions, you can display the Weight column along with the Weight Percent and Max Code Value Weight columns. To display these columns, click the Display Options bar, select Columns, then choose Weight. The Weight Percent column displays the project code weight divided by the total of all project code weights. The Max Code Value Weight column enables you to enter the maximum allowed weight value for a specific project code type.
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If the Codes tab is not shown in Project Details, right-click in the Details area of the Projects window and choose Customize Project Details; select Codes from the list of available tabs, click the right-arrow button to move it to the Display Tabs column, then click OK.
Assign project code values In the Projects window, select the project for which you want to assign project code values. Display Project Details by clicking the Display Options bar and choosing Details (the box next to the command should be marked). Click the Codes tab, then click Assign. In the Assign Project Codes dialog box, click the value for the applicable code, then click the Assign button.
Close
button
Assign
button
Click the Close button in the Assign Project Codes dialog box when you are finished assigning project code values to the project.
You can also assign several values at once. Press and hold the Ctrl key, then select each value you want to assign. Click the Assign button.
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