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Assigning Project Codes

Assign project codes to categorize projects.

To assign a project code:

  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 "" EPS.
  3. On the EPS page, select a project and click the Codes detail window.
  4. In the Codes detail window, click "" Assigning Project Codes (Insert).
  5. In the Select Project Codes dialog box, assign codes and click Close.
  6. On the EPS page, click the Actions menu and click "" Save (Ctrl+S).

Related Topics

About Project Codes


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