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What are codes?

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Codes are a tool for organizing projects, resources, activities, and issues into meaningful categories you can use to group, sort, or filter data. With projects, for example, you might want to review data only for projects occurring at a certain geographical location or for those that have reached a particular work phase. By using codes to categorize the various elements of your project, you can focus your analysis on specific subsets of project data.

Components of a code

A code has three components: the code name, the code value, and the code value description.

The code name represents a broad category that you want to use to classify items, for example, Location. Code values represent the distinct variants within a category, for example, E. Region, So. Region. Therefore, when you choose to assign a code to a project element, it is actually the code value, not the code itself, that you must select. Finally, the code description is a short narrative that describes the meaning of the code.

Project, resource, and issue codes are global, so can be used in any project within the enterprise. For activity codes, various types are available.

Activity code types

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.

Creating and assigning codes

You can create, delete, and edit project and resource codes only in the Project Management module. You can create, delete, and edit activity codes in both P6 Web Access and the Project Management module.

You can assign project, resource, and activity codes and code values in the Project Management module and in P6 Web Access.

You can create, delete, modify and assign issue codes only in P6 Web Access.

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