Project Codes

Project codes allow the user to group, organize, and sort activities, milestones, or benchmarks in the plan. A code will have values, and the values are what will be assigned.

For example, if the project were to construct a five-story building, a code could be “Floor”, and the values for that code could be 1, 2, 3, 4 and 5. All activities, milestones, or benchmarks relating to the first floor could then be assigned the code Floor and the value 1.

Because objects can be filtered according to the codes and values they have been assigned, assigning project codes allows for another way of seeing and understanding the schedule. For example, a schedule can be filtered to highlight only activities related to the first floor – that is, activities assigned code Floor and value 1. For more on Filters, see Applying a Filter.

Defining Codes

Project Codes are accessed by clicking Tools > Manage Codes… from the menu bar. The Project Codes window opens.

Code Manager Dialog

To define a new code, click the New… button. The Code Properties window opens.

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Code Definition Fields

Name

Enter a name for the code into the top field. This field is required. Remember that the code’s purpose is to sort and organize. The name should be an appropriate header for the collection of values that will be under it.

For example, for code “Subcontractors”, the values could be the names and titles of all subcontractors involved in the project. For code “Floor”, the values could be the number for each floor in the building.

Values

Define any values by typing in the box and clicking the Add Value button or pressing Enter. This will be the value assigned to an activity.

Assignment Behavior

Next, choose an assignment behavior or leave it as default. If multiple values per code are allowed to be assigned to an activity, any assignments will be lost when exporting to Primavera P6.

After filling in the fields, click the Add Code button.

The new code will appear in the Project Codes window list box and the Code Properties window will reset.

Additional codes may be defined consecutively by repeating the steps above.

When finished, click the Exit icon  to close the Code Properties window.

NOTE: If desired, multiple codes may be defined consecutively by typing into the entry field and clicking the Add Code button. Values may be added later to avoid interfering with the code definition process.

Modifying Existing Codes & Values

To modify a code that has already been defined, click Tools > Manage Codes… from the menu bar. The Project Codes window opens.

Select the code from the list of Existing Codes. At this point, the Modify… and Delete buttons become enabled.

Click the Modify… button.

The Code Properties window opens, showing the several code fields filled in accordingly.

To add values, type in the box and click the Add Value button or press Enter. After making any changes, click the Update button and the Code Properties window will reset.

To remove values, select the value to be removed and click the Remove button. Multiple values can be selected and then removed at once.

Subsequent codes may be updated by repeating the steps above.

When finished, click the Exit icon to close the Code Properties window.

NOTE:  The Update button must be clicked before clicking the Exit icon  . Otherwise, the change will not be saved.

Deleting an Existing Code

To delete any code, open the Project Codes window, select a code from the list of Existing Codes, and click the Delete button. Click the OK button when finished.

If the selected code has any values that are assigned to an activity (or activities), the code cannot be deleted. To delete a code that has values assigned to activities, click the Modify… button and remove the values.  Once all assigned values have been removed, the code can be deleted.

Assigning a Value to an Activity, Milestone, or Benchmark

After one or more values have been defined for a code, they may be assigned to an activity, milestone, or benchmark. For example, if a particular subcontractor is responsible for the outlets in a building under construction, the activities related to installing outlets could be assigned the value corresponding to that contractor, and the code that value is filed under.

To make an assignment, double-click a desired on the desired object to open its property window (in this case an activity).

Click the Assign… button next to Codes.

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The Assign Codes window opens.

Activity code assign dialog

First, the codes are listed, colored according to their chosen assignment behavior: if multiple values per code may be assigned to the same activity, the code name is highlighted green; if only one value per code may be assigned to the same activity, the code name is highlighted orange. Codes may be clicked to hide or reveal their values.

Below each code is a list of its values.

To make an assignment, check the box next to the desired value.

Click the Save button to complete the assignment.