Assigning Activity Code Values to Activities

Assign activity code values to activities to group and filter data.

To assign activity code values:

  1. Click Projects.
  2. On the Projects navigation bar, click Activities.
  3. On the Activities page, select the activities to which you want to assign codes.
  4. Click Row Actions and select Assign, then select Codes....
  5. In the Codes panel:
    1. On the Filter By: list, select the type of Activity Code you want to assign.
    2. In the Available Codes list, select the code values to assign.
    3. Click Add to Selected.
    4. Click Assign.

      Note: You can select other activities in the main grid to assign further codes without closing the Assign Codes panel.

    5. When you have finished assigning codes, click Close.

Tips

Related Topics

Working with Activity Codes

Creating Activity Codes

Creating Activity Code Values

Configuring Activity Code Values

Creating Activity Code Values for Activities



Last Published Thursday, February 1, 2024