Assign a Code to a File

Assign codes to files to help track them based on attributes they share.

To assign a code to a file:

Navigate to the files page
1. In the object selector, select a project, portfolio, program, or idea.
2. In the sidebar, hover over  Files, and select File List.
In the table, select a file row, and then select the Codes detail window.
Select Assign.
In the Select Code dialog box, in the Available section, select codes and select Add from Available to add them to the Selected section.
Select Select.
Select  Save.

Tips

You can also assign codes to files by adding code columns to the page from the Settings panel and selecting a code value for the file row.