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Assign a Code to a Program

Get Started With Portfolios > Additional Settings

Assign codes to a program to help track programs based on attributes they share. When managing a large number of programs, program codes enable you to filter and group information across the organization.

To add a code to a program:

1. Navigate to the program codes page
   1. In the object selector, select a program.

   1. In the sidebar, select  Summary & Settings.
   2. On the Summary & Settings menu, select Codes.
2. Select Assign.
3. In the Select Code dialog box, expand the code, and select the code value.
4. Select OK.
5. Save your changes:
   1. Select Save.
   2. In the Summary & Settings panel, select  Close.

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Last Published Monday, June 24, 2024