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Establishing Activity Codes
In this chapter
Creating Activity Codes and
Values
Grouping and Summarizing by Codes
You can define a set of codes to categorize the activities in your projects. You can then sort, filter, and group activities according to the activity codes and values you assign.
This chapter describes how to use global codes to organize project activities across an enterprise project structure (EPS) according to specific categories, such as product and division. You will learn how to use EPS-level activity codes to organize project activities. You will also learn how to establish project activity codes to filter and organize activities based on unique, project-specific features or requirements.
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Creating Activity Codes and Values
Activity codes represent broad categories of information, such as design, quality control, or location. For each code, you can define specific values that further describe that category. For example, if your organization has more than one location, you can create a Location code with values such as New York, San Francisco, and Chicago. You can then associate activities with a specific location, such as New York, and define an unlimited number of values for each code.
Create global activity codes Choose Enterprise, Activity Codes. Choose Global, then click Modify. Click Add, then type the name of the global activity code. Specify the maximum number of characters for the activity code’s values.
Click the Display Options bar, then Filter By, Current Projects’ Values to view only the values assigned to the open projects.
Activity code values |
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Activity codes |
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Create global activity code values Choose Enterprise, Activity Codes. Choose Global. Select the activity code for which you want to create a value, then click Add. Type the value’s name and description. The value cannot exceed the maximum character length specified for the activity code.
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Create EPS-level activity codes Choose EPS, then click Modify. Click Add to select the EPS to which you want to apply the activity code. Next, type the name of the EPS activity code. Specify the maximum number of characters for the activity code’s values.
Click to select an EPS level to which you want to add an activity code.
Displays the EPS levels that have assigned activity codes, and which you have security access to, based on the user security profiles.
The Project Management module lists EPS-level activity codes that you do not have access rights to, under the “No EPS ID” level. More information about EPS-level activity code security is available in the Project Management Help.
Create EPS-level activity code values Choose Enterprise, Activity Codes. Choose EPS. Select the activity code for which you want to create a value, then click Add. Type the value’s name and description. The value cannot exceed the maximum character length specified for the activity code.
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Click to remove the activity code value and its assignments.
Create project-level activity codes Open the project for which you want to create activity codes, then choose Enterprise, Activity Codes. Choose Project, then click Modify. Click Add, then type the name of the project activity code. Specify the maximum number of characters for the activity code’s values.
Project activity codes are listed beneath the name of the open project.
Create project-level activity code values Choose Enterprise, Activity Codes. Choose Project. Select the activity code for which you want to create a value, then click Add. Type the value’s name and description. The value cannot exceed the maximum character length specified for the activity code.
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Type the new value name and description directly in these cells; the name’s length cannot exceed the length specified in the Max Length field for the code.
Use these arrows to indent/outdent a value in the activity code hierarchy, and to move a selected value up or down in the list.
For instructions on assigning activity codes and values to activities, see “Working with Activities” on page 201.
Convert EPS-level activity codes and values You can convert an EPS-level activity code and its values to a global activity code with global values. Choose Enterprise, Activity Codes. Choose EPS, then click Modify. Select the code you want to convert, then click Make Global. Click Yes to convert the code and its values.
Convert project-level activity codes and values You can convert a project activity code and its values to a global activity code with global values. Choose Enterprise, Activity Codes. Choose Project, then click Modify. Select the code you want to convert, then click Make Global. Click Yes to convert the code and its values.
If you change activity codes or values, the module applies your changes to all activity assignments. In addition, if you convert project activity codes to global activity codes, the module applies these changes to all activity assignments.
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