Resource Codes Page

Overview

Use this page to add and configure resource codes and code values for projects.

Screen Elements

Add menu

Add Code: Creates a new code.

Add Code Value: Creates a code value for the selected code.

Add Child Code Value: Creates a child code value for the selected code value.

Analyze Data Usage button

Analyzes the usage of the data items listed in the grid.

Expand All button

Enables you to see all of the items in the hierarchical list.

Collapse All button

Enables you to hide subordinate items in the hierarchical list.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the current page, table, chart, or item.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Add Code: Creates a new code to help you organize data.

Add Code Value: Creates a code value for the selected code.

Add Child Code Value: Creates a subordinate code value for a selected code value.

Delete: Deletes the selected data items or table rows permanently.

Cut: Cuts the selected item.

Copy: Copies the selected item.

Paste: Pastes a previously cut or copied item into the selected position.

Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement.

Move Right: Moves the selected item one level lower in the hierarchical arrangement.

Move Left: Moves the selected item one level higher in the hierarchical arrangement.

Name field

The name of the code. This column is always visible on this page.

Description field

A description of the code or the code value.

Maximum Length field

The maximum number of characters used for a code value name.

Secure option

Determines whether the code is a secure code.

To see the following columns, click Analyze Data Usage.

Project Count field

The number of projects and baselines currently using the corresponding data item. The number reported in this column includes all projects and baselines in which the data item is assigned, regardless of your project access. To see a list of the projects and baselines using the corresponding data item, click the link. The list you see is restricted to those projects to which you have access.

Latest Update field

The most recent date that the corresponding data item was modified.

Latest Assignment Update field

The most recent date that the corresponding data item was assigned.

Latest Summarized Date field

The most recent time that a project or baseline using the corresponding data item was summarized.

Latest Published Date field

The most recent time that a project or baseline using the corresponding data item was published.

Latest Scheduled Date field

The most recent time that a project or baseline using the corresponding data item was scheduled.

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Tips

Getting Here

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Resources and click Resource Codes.

Related Topics

About Resource Codes

Creating Resource Codes

Creating Resource Code Values

Analyzing Enterprise Data Usage



Last Published Wednesday, July 10, 2024