Codes Section of the Activity Form Page

Overview

Use this section to assign activity codes and edit and remove code assignments.

Screen Elements

Assign Activity Codes link

Opens a dialog box in which you can search for and select an activity code to assign.

Activity Code field

A code used to categorize activities.

An activity code can be designated as one of three types: Global, EPS, or Project. Global activity codes can be used in all projects within the enterprise. EPS activity codes can be used only in projects that belong to a specified EPS, including its subordinate EPS nodes, if any. Project activity codes can be used only in one project. The EPS or project that an activity code is associated with is specified when the code is created. Click an activity code to display the Details page for the activity code.

Code Value field

The alphanumeric or descriptive value of the activity code. This field shows the hierarchy of the Code Value selected by showing each level of the hierarchy separated by dots.

Description field

A detailed summary for the item.

The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

Getting Here

  1. Click Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Codes section.

Related Topics

About Activity Codes

Creating Activity Code Values for Activities

Assigning Activity Code Values to Activities



Last Published Wednesday, July 10, 2024