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:

  1. Navigate to the Activities page
  2. In the table, select the activity.
  3. On the Layout menu, select Activity Details, and then select the Codes detail window.
  4. Select Assign.
  5. 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.
  6. In the Available section, select codes and select Add from Available to add them to the Selected section.
  7. Select Select.
  8. All changes made to this page are saved automatically.

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