Previous Topic

Next Topic

Book Contents

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:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Activities and click Activity Codes.
  3. On the Activity Codes page, click the Global, EPS, or Project tab to determine the level for the activity code.
  4. On the Global, EPS, or Project tab, click the "" Add Activity Code icon.
    1. 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.
    2. 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.

    3. In the Maximum Length field, double-click and click the up or down arrow to specify project code value length.
    4. 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.

    5. 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.

Related Topics

About Activity Codes

Working with Activity Codes

Creating Activity Code Values

Configuring Activity Code Values

Configuring EPS-Level Activity Codes

Activity Codes Page

Enterprise Data Page

EPS Tab of the Activity Codes Page

Global Tab of the Activity Codes Page

Project Tab of the Activity Codes Page


Copyright information