Add a Code

Create codes to help categorize and track objects based on attributes they share.

You can apply workspace-level codes to one or more of the following objects: Activities, Custom Logs, Files, Funds, Ideas, Portfolios, Programs, Projects, Reports, Resources/Roles, Risks, Scope Assignments, Scope Items, Strategies, Task Constraints, Tasks, WBSs, and Work Packages.

To add a code to one or more objects:

Navigate to the Codes dictionary page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Dictionaries, and then select Codes.
In the table, select  Add Code .
In the new row, in the Name and ID columns, enter a name and ID for the new code.
In the Applies to panel, select one or more objects to apply the code.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.

You can also perform this task on a single object from the Summary & Settings panel in Primavera Cloud:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Defaults & Options.
Select the object, and then select the Codes tab.
Note: To add a code to this object that exists in the current or parent workspace, select Assign. Codes that display for the current workspace are the codes assigned to other objects in the workspace. Codes that display from the parent workspace are only the codes that are assigned to the same object type.

Tips

Individual activity code values can be associated with a color, which can then be used to color activity bars in the Gantt chart on the Activities page.
The color associated with code values can be displayed on the Portfolio Scorecard page.

This setting is used in the following apps:

Cost and Funds

Custom Logs

Dashboards

Files

Portfolio Analysis

Reports

Resources

Risk

Schedule

Scope

Strategic Alignment

Tasks

Workflows and Forms

Next: Add a Value to a Code