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Assigning Activity Code Values to Activities

Assign activity code values to selected activities to group and filter data.

To assign activity code values:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Codes detail window.
  4. In the Codes detail window, click "" Assign (Insert).
  5. In the Select Code Value dialog box, assign code values and click Close.
  6. On the Activities page, click the Actions menu and select "" Save (Ctrl+S).

Related Topics

About Activity Codes

Creating Activity Code Values for Activities

Codes Detail Window of the Activities Page


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