Where can I do this?
If you have the required privilege, you can add or edit activity code assignments on the Activities page.
To display the Activities page, open the project or project group you want to work with, then click on the Projects toolbar.
On the Activities page, you can assign activity codes directly in the Activity Table or you can select an activity in the table and display its details.
Tip: From a Workspace portlet, you can also click an activity name to display details and assign codes.
I want to
- assign activity codes and values in the Activity Table
- add activity code values on the fly
- modify project-level activity codes and values
- delete project-level activity codes and values
- cut, copy, and paste project-level activity codes and values
Assign activity codes and values in the Activity Table
In the Activity Table, you can select and assign previously-defined values or add new code values on-the-fly to activity codes.
- If the activity codes you want to assign are not displayed as columns in the Activity Table, click Customize Activity View
on the Activities toolbar.
The Customize Activity Views dialog box displays.
- Click the Columns tab.
- Expand any of the following levels:
- Global Activity Codes
- EPS Activity Codes
- Project Activity Codes
- Under each level, double-click activity codes to move them to the Selected Columns field.
- Click OK. The selected activity codes display in the Activity Table.
Add Activity Code Values on the Fly
- In the Activity Table, double-click in an activity code column.
The Browse
icon displays in the cell, and the activity detail dialog box related to the activity code displays under the Activity Table.
For example, double-clicking in the cell of an activity code named Billable Hours causes the Browse
icon to display in the cell and the Expenses dialog box to display under the Activity Table.
- Click Browse
.
The Select dialog box displays for the selected activity code. The contents of this dialog box vary according to the type of activity code. In the Select dialog box, you can add new activity code values to an activity code and select a value to display in the Activity table.
- Add a code value:
Click Add Code Value. The Add Activity Code value dialog box displays. Type the Code Value and the Code Description, and click OK.
Add as many code values as you require, then click Close in the Select dialog box.
- Select a code value:
Type all or a portion of the code value name or description in the Search field. The list of code values is dynamically updated as you enter characters. Click OK.
In the Activity Table, an icon (
)appears in the first column of the activity row as an indicator to save your changes.
- When finished assigning codes, click
(Ctrl+S) to save your changes or click
(Ctrl+Z) to cancel your edits.
Work with Activity Codes of a Selected Activity
Open the Activity Codes dialog box
In the activity table of the Activities page, right-click an activity and select
Activity codes.
or
Click the Activity Details
menu in the activities toolbar, select Activity Details, then select
Activity Codes.
The Activity Codes dialog box displays.
Assign an activity code to an activity
- Open the Activity Codes dialog box.
- Click Add Activity Code. The Select Activity Code dialog box displays.
- Select Global, EPS, or project-level activity code.
- Expand the tree and select the activity code to display.
- Click Assign.
- Click Close. The Select Activity Code dialog box closes.
The selected activity code displays in the Activity Code dialog box.
Note: In the Activity Code dialog box, you can view the value and description of an activity code. With appropriate privileges, you can change the value and description in the Activity Codes page.
View activity codes of a previous or subsequent activity
- Open the Activity Codes dialog box.
- Click
to select an activity that precedes the selected activity in the activity table.
or
Click
to select an activity that follows the selected activity in the activity table.
If activity codes were created previously for these activities, they are listed in the Activity Codes dialog box.
Delete an activity code
- Open the Activity Codes dialog box.
- Select the activity code to delete.
- Click
Delete.