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Activity Codes page

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The Activity Codes page lists all projects currently open on the Activities page and displays the project activity codes and code values that are defined for each project. If you have the appropriate security privileges, use this page to create, modify, or delete project activity codes and values for the currently open projects.

Activity codes are used to categorize the activities in your projects. The code values you define for each activity code can be assigned to individual activities on the Activities page.

Tip: To assign code values to activities on the Activities page, customize your activity view to display project activity codes as columns in the Activity Table. From these columns, you can assign activity code values to activities.

Note: In addition to managing activity codes from the Activity Codes page, you can view, modify, and delete global, EPS, or project-level activity codes of an activity in the Activity Codes dialog box. To open this dialog box, right-click an activity in the activity table, and select Activity Codes.

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Add project-level activity codes

  1. From the Activity Codes page, select the Project tab.
  2. In the Select Project dialog box, select the project or WBS under which you want to add an activity code.
  3. Click create activity code in the toolbar or right-click and choose Add Activity Code.
Note: When you create a new activity code, the activity code name is automatically generated using auto-numbering.
  1. To change the activity code name, click in the Name field, then type a name.
  2. To add a description of the activity code, click in the Description field, then type a description.
  3. 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.
  4. To apply a color to the activity code, click in the Color field, click Browse browse, and select a color.
Note: The color you select for the code displays as the default color a user can select in the Bars tab of the Customize Activity Views dialog box when customizing the Gantt chart to view activity status per activity code.
  1. If you want to make a global activity code a secure code, mark the Secure Code checkbox.
Note: You can designate a global activity code a secure code only if you have the appropriate security privilege; otherwise, this checkbox does not display.
  1. To save your changes, click Save when finished.
Note: You must enter a unique name for each activity code within a project.

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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 in the toolbar. To add a child activity code value, right-click and choose Add Child Activity Code Value. In the new code value row, 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 Save 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.

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Convert project-level activity codes to global or EPS-level activity codes

You can convert project-level activity codes and values to global or EPS-level activity codes and values.

To convert a project-level activity code to a global activity code, select the code you want to convert, then click in the toolbar. 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-level activity code, select the code you want to convert, then click make EPS in the toolbar. On the Select EPS window, choose the EPS node to which you want to add the converted activity code. Click OK. When you convert project-level activity codes to EPS-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.

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Modify project-level activity codes and values

To modify the Name, Description, or Maximum Length of an activity code or code value, double-click in the appropriate field, then type or select a new value.

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Delete project-level activity codes and values

Select the activity code or activity code value you want to delete, then click delete in the toolbar 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.

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Cut, copy, and paste project-level activity codes and values

Select the activity code or code value you want to copy or move. To select multiple activity codes or code values, use Shift-click or Ctrl-click.

To copy an activity code or value, click Copy in the toolbar or right-click and choose Copy. To cut an activity code or value, click Cut in the toolbar 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 Paste in the toolbar or right-click and choose Paste.

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Note: Online help becomes unavailable when the Activities Code view is maximized. To view online help, return the Activities view to the normal display.