Assign a Code to an Activity

Assign codes to activities to help track them based on attributes they share. When managing a large number of activities, you can use views to filter and group activities by code. You can assign workspace-level and project-level codes to activities.

To assign a code to an activity:

Navigate to the Activities page
1. In the object selector, select a project or program.
2. In the sidebar, hover over  Schedule, and select Activities.
In the table, select the activity.
On the Layout menu, select  Activity Details, and then select the Codes detail window.
Select Assign.
In the Select Code dialog box, in the Filter By list, select Workspace to view activity codes available at the workspace level, or Project to view activity codes available at the project level.
In the Available section, select codes and select Add from Available to add them to the Selected section.
Select Select.
All changes made to this page are saved automatically.

Tips

You can assign codes to multiple activities at the same time. Select multiple activities, select the  Context menu, hover over Assign, and then select Codes.
You can add new activity code values during code assignment. In the Select Code dialog box, select a code value in the Available section, and then enter a New Code Value Name and a New Code Value ID. Select the  Add  button to add the new code as a sibling to the selected code value, or select the  Add  menu to add the code as a child to the selected code value. To use this method, at least one code must already exist in the Available section.
Depending on the value selected in the Filter By list, code values will be added to the workspace or project Codes dictionary. Select Manage Codes to open the applicable dictionary page.

Last Published Tuesday, May 21, 2024