Activity Codes - Global Page

Overview

Use this page to configure all existing global activity codes and values for your organization. You can define unlimited hierarchical activity codes to fulfill the filtering, sorting, and reporting requirements for your activities, and arrange them hierarchically for easier management and assignment. Global activity codes organize activities across all projects in an organization.

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.

Color field

The color for the activity code value.

Secure option

Determines whether the code is a secure code.

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.

Getting Here

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Activities and click Activity Codes - Global.

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