If you have the appropriate security privileges, you can add project-level, EPS-level, or global activity codes.
I want to:
- add a project-level activity code
- add an EPS-level activity code
- add a global activity code
- set activity code attributes
To add a project-level activity code
- On the Administration Home page, click Global, EPS and Project Activity Codes.
- Click the Project tab.
- In the Select Projects dialog box, expand the EPS nodes in the Available Projects tree to locate a project to select.
- Select a project or click while pressing the Ctrl key to select multiple projects, then click
to add them to the selected projects list.
- Click OK. The Project tab refreshes to display the latest selected projects.
- Select the project or activity code under which you want to add an activity code.
- Click
at the top of the tab or right-click and choose Add Activity Code.
- Set an activity code name and description.
Note:
The application saves the list of displayed projects each time you update the list of projects and save your changes. Also, the Select Projects window displays only the projects you have access rights to view.
To add an EPS-level activity code
- On the Administration Home page, click Global, EPS and Project Activity Codes.
- Click the EPS tab.
- Select the EPS or activity code under which you want to add an activity code.
- To add an EPS-level activity code, click
at the top of the tab or right-click and choose Add Activity Code.
- Set an activity code name and description.
- On the Administration Home page, click Global, EPS and Project Activity Codes.
- Click the Global tab.
- To add a global activity code, click
at the top of the tab or right-click and choose Add Activity Code.
- Set an activity code name and description.
Set activity code attributes
- Use the default name or type a different name directly in the Name field.
Notes:
-
Project-level activity code names are required to be unique across all projects.
-
Enterprise-level activity code names are required to be unique across all EPSes.
-
Global activity code names are required to be unique across the organization
- Double-click in the Max Code Length field, then type or select a new number to specify the maximum number of characters for the EPS-level activity code value. You can specify a maximum of 20 characters for code values.
- If you want to make the activity code a secure code, mark the Secure Code checkbox.
Note: You can designate an activity code a secure code only if you have the appropriate security privilege; otherwise, this checkbox does not display.
- Click
to save your changes.