Codes tab - Import Options dialog box

Use this tab to use, demote, or remove codes and to rename codes and code values present in the XML file.

Basic Action section

Activity Code/Values: Determines how activity codes and activity values are imported.

Insert New: Retains data in the existing project and adds any new data items.

Keep Existing: Retains data in the existing project and does not overwrite it with the updated data or adds new data if the record does not exist and you have the appropriate security privileges.

Update Existing: Overwrites data in the existing project with updated data and adds new data if the record does not exist.

Do Not Import: Retains data in the existing project and does not import the updated data.

Advanced Actions section

Select subject area: Determines the area of the product for which you want to define codes.

Name: Displays the name of the code and their values in hierarchical form grouped by New and Saved. Data that is new in the XML file will appear under New and data already saved in an the existing template will appear under Saved.

Scope: Displays the scope, Global or EPS, of an Activity Code.

Action: Determines if the code is used, moved to a project, or removed.

New Name: The new name for the code and code values.



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Last Published Thursday, January 12, 2023