Creating Activity Codes

Create activity codes to organize activities into groups. Activity codes can be one of three levels: global, EPS, or project.

To create activity codes:

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Activities and click Activity Codes - EPS, Activity Codes - Global, or Activity Codes - Project.
On the Activity Codes - EPS, Activity Codes - Global, or Activity Codes - Project page:
1. Click Row Actions and select Add Code.
2. In the Name field, double-click and type a unique code name.
3. In the Secure field, select the option to make the code read-only for users without the necessary security privileges to make changes.
4. Move the code to the correct location in the list by clicking Row Actions and selecting Move Up, Move Down, Move Left, or Move Right.
5. In the Maximum Length field, double-click and click the up or down arrow to specify the maximum length for project code value names.
6. Click Save.

Tips

If you intend to use BI Publisher, avoid using commas when creating data other than Project names. The way that data other than Project names is passed to BI Publisher can cause a comma to be interpreted as a delimiter between data items.
Project-level activity code names must be unique across a project. Enterprise-level activity code names must be unique across all EPSs. Global activity code names must be unique across the organization.
You can designate an activity code as secure only if you have the appropriate security privilege; otherwise, this option does not display.
Activity codes at the same level are siblings. Subordinate activity codes are children.
You can change EPS-level or project-level activity codes into Global activity codes, and you can change project-level activity codes into EPS-level activity codes. Click Row Actions and select Move to Global or Move to EPS.
If you are working on the Activity Codes - Project page and the project you need is not visible, click Open Project. In the Open Projects dialog box, select a project from the Available Projects list, click to move the project to the Selected Projects list, and click OK.