Create and Assign Codes

Codes help you track different projects based on attributes they share. You must create and assign codes before synchronizing P6 and Primavera Cloud projects.

To create project codes:

  1. Log in to P6 and click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Projects and click Project Codes.
  4. On the Project Codes page:
    1. Click Row Actions and select Add Code.
    2. In the Name field, enter a unique code name.
    3. In the Secure field, select the option to make the code read-only for users without the necessary security privileges to make changes.
    4. Move the code to the correct location in the list by clicking Row Actions and selecting Move Up, Move Down, Move Left, or Move Right.
    5. In the Maximum Length field, double-click and click the up or down arrow to specify the maximum length for project code value names.
    6. Click Save.

To assign project codes:

  1. Log in to P6 and click Projects.
  2. On the Projects navigation bar, click EPS.
  3. On the EPS page, select the projects to which you want to assign codes.
  4. Click Row Actions and select Assign, then select Codes....
  5. In the Codes panel:
    1. In the Available codes list, select the code values to assign.
    2. Click Add to Selected.
    3. Click Assign.
  6. When you have finished assigning codes, click Close.

    Note: For more information about creating and assigning projects, see Creating Project Codes and Assigning Project Codes topics in P6 EPPM Help.


Last Published Wednesday, September 13, 2023