Creating Activity Codes
Create activity codes to organize activities into groups. Activity codes can be one of three levels: global, EPS, or project.
To create activity codes:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Activities and click Activity Codes - EPS, Activity Codes - Global, or Activity Codes - Project.
- On the Activity Codes - EPS, Activity Codes - Global, or Activity Codes - Project page:
- Click Row Actions and select Add Code.
- In the Name field, double-click and type a unique code name.
- In the Secure field, select the option to make the code read-only for users without the necessary security privileges to make changes.
- Move the code to the correct location in the list by clicking Row Actions and selecting Move Up, Move Down, Move Left, or Move Right.
- In the Maximum Length field, double-click and click the up or down arrow to specify the maximum length for project code value names.
- Click Save.
Tips
- If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.
- Project-level activity code names must be unique across a project. Enterprise-level activity code names must be unique across all EPSs. Global activity code names must be unique across the organization.
- You can designate an activity code as secure only if you have the appropriate security privilege; otherwise, this option does not display.
- Activity codes at the same level are siblings. Subordinate activity codes are children.
- You can change EPS-level or project-level activity codes into Global activity codes, and you can change project-level activity codes into EPS-level activity codes. Click Row Actions and select Move to Global or Move to EPS.
- If you are working on the Activity Codes - Project page and the project you need is not visible, click Open Project. In the Open Projects dialog box, select a project from the Available Projects list, click to move the project to the Selected Projects list, and click OK.
Related Topics
Configuring Activity Code Values
Selecting Items from a List of Available Items
Last Published Wednesday, July 10, 2024