The Project tab lists all project activity codes and code values specific to the projects you select. You can use activity codes to categorize the activities in your projects. Once you define project-level activity codes, you can assign different code values for each code. If you have the appropriate security privileges, use this tab to create, modify, or delete project activity codes and values.
On the Project tab, you can
- Choose projects to work with project-level activity codes and values
- Add project-level activity codes
- Add project-level activity code values
- Convert project-level activity codes to global or EPS activity codes
- Modify project-level activity codes and values
- Delete project-level activity codes and values
- Cut, copy, and paste project-level activity codes and values
- Remove projects from the tab
Choose projects to work with project-level activity codes and values
You must first select a project before you can perform various functions specific to the activity codes and values for that project. To select a project, click at the top of the tab. In the Select Projects window, expand the EPS node and select the projects you want to work with, then click
to add them to the selected projects list. Once you finish selecting the projects, click OK. The tab refreshes to display the latest selected projects. To apply a color to the activity code value, click in the Color field, click Browse
, then select a color to apply. Click
to save your changes.
Note: The Select Projects window displays only the projects you have access rights to view.
Tips:
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Search lets you search for specific projects based on a project name or project ID. Enter your search criteria in the Search field in the Select Projects window. The window displays all projects that meet your specifications.
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To select multiple projects, press the Ctrl key when selecting projects.
Add project-level activity codes
Select the project or activity code under which you want to add an activity code. To add a project-level activity code, click at the top of the tab or right-click and choose Add Activity Code. When you create a new activity code, the activity code name is automatically generated using auto-numbering. To change the activity code name, click in the Name field, then type a name. To specify the maximum number of characters for the activity code's values, double-click in the Max Code Length field, then type or select a new number for the activity code value. You can specify a maximum of 20 characters for code values. To save your changes, click
when finished.
Note: You must enter a unique name for each activity code within a project.
Tip: Click
to search for a project, activity code, value or maximum length of a code value.
Add project-level activity code values
You can add a project-level activity code value at the same level as an existing code value (sibling) or at a subordinate level (child). To add a sibling project-level activity code value, select the project-level activity code or a code value, then click at the top left of the tab. To add a child level activity code value, right-click and choose Add Child Activity Code Value. In the new code value row that is added, edit the Name and Description as necessary. The name of the code value cannot exceed the maximum character length specified for the activity code. To save your changes, click
when finished.
Note: You cannot add an activity code or value to a project that is checked out; if you select a checked out project, the Add Activity Code, Add Sibling Activity Code Value, and Add Child Activity Code Value options are disabled.
Convert project-level activity codes to global or EPS activity codes
You can convert a project-level activity code and its values to a global activity code with global values or an EPS activity code and values.
To convert a project-level activity code to a global activity code, select the code you want to convert, then click at the top of the tab. When you convert project-level activity codes to global activity codes, associated code values are converted to global code values.
To convert a project-level activity code to an EPS activity code, select the code you want to convert, then click at the top of the tab. On the Select EPS window, choose an EPS-level to which you want to add the converted activity code. Click OK. When you convert project-level activity codes, associated code values are converted to EPS code values.
Note: When you try to convert a project-level activity code to an EPS-level activity code or global activity code that already exists, you are prompted to change the name of the activity code.
Modify project-level activity codes and values
To modify the project-level activity code name and maximum code length, double-click in the respective fields.
To modify the project-level activity code value name and description, double-click in the respective fields.
Delete project-level activity codes and values
Select the project-level activity code or activity code value you want to delete, then click at the top of the tab or right-click and choose Delete. When you try to delete an activity code, you are prompted to confirm the deletion. Click OK to confirm the deletion.
Tips:
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When you delete an activity code, associated code values and assignments to activities are also deleted.
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You can delete multiple activity codes or values at a time.
Cut, copy, and paste project-level activity codes and values
Select the project-level activity code or code value you want to copy or move. To copy a project level activity code or value, click at the top of the tab or right-click and choose Copy. To cut a project level activity code or value, click
at the top of the tab or right-click and choose Cut. Select the position where you want to insert the cut or copied activity code or code value, then click
at the top of the tab or right-click and choose Paste. You can copy or move multiple activity codes or values at one time.
To remove a project from the Project tab, select the project, then right-click and choose Remove Project.