Creating Activity Codes
Create activity codes organizes activities into groups. Activity codes can be one of three levels: global, EPS, or project.
To create activity codes:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Activities and click Activity Codes.
- On the Activity Codes page, click the Global, EPS, or Project tab to determine the level for the activity code.
- On the Global, EPS, or Project tab, click the
Add Activity Code icon.- Move the activity code to the correct location in the list by clicking the
Move Up (Ctrl+Alt+Up) and Move Down (Ctrl+Alt+Down) arrows. - In the Name field, double-click and type a unique code.
Note: Project-level activity codes must be unique across all projects. Enterprise-level activity codes must be unique across all EPSs. Global activity codes must be unique across the organization.
- In the Maximum Length field, double-click and click the up or down arrow to specify project code value length.
- In the Secure field, mark the option to make the code read-only for users without the necessary security privileges to make changes.
Note: You can designate an activity code as secure only if you have the appropriate security privilege; otherwise, this option does not display.
- Click
Save (Ctrl+S).
Tips
- Activity codes at the same level are siblings. Subordinate activity codes are children.
- Click Move to Global to move an EPS-level or project-level activity code to a global-level activity code. Click Move to EPS to move a project-level activity code to an EPS-level activity code.
- If you are working on the Project tab and the project you need is not visible, click Select Projects. In the Select Projects dialog box, select a project and click OK. For help adding projects to the Selected Projects list, see Configuring Columns or Values.
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