Adding/Modifying Codes

[anchor]Codes [/anchor] and their values are added and modified through the Codes Manager.

Steps

Adding Codes

  1. Click Tools > Manage Codes… from the menu bar. The Codes Manager will open.
  2. Click the Codes icon.
  3. Click the New Code button.
  4. Begin typing to rename the code and press ENTER.
  5. Double-click the default value and begin typing to rename it.
  6. When finished, click Close. Any changes will be automatically saved.

Adding Values

  1. With the Codes Manager open, select the desired code (or one of its values).
  2. Click the New Value button.
  3. Begin typing to rename the code and press ENTER.
  4. When finished, click Close. Any changes will be automatically saved.

Modifying Codes/Values

  1. Click Tools > Manage Codes… from the menu bar. The Codes Manager will open.
  2. Click the Codes icon.
  3. To rename a code or value, double-click its name in the list.
  4. To modify a code’s assignment behavior, select it in the list and click the Behavior button. The Advanced Code Properties window will open.
    1. Choose accordingly and click Save.
  5. When finished, click Close. Any changes will be automatically saved.

NOTE: Once an assignment has been made, the Advanced Code Properties window will still open but the assignment behavior will not be able to be modified.

Deleting Codes/Values

  1. With the Codes Manager open, select the desired code or value in the list.
  2. Click the Delete button.
  3. When finished, click Close. Any changes will be automatically saved.

NOTE: If an attempt is made to delete a code or value that has already been assigned, the system will prompt you first.

Notes

Codes View

The Codes view contains two list boxes. The main list on top displays all codes and values; the secondary list on bottom displays all activities, milestones, and benchmarks. As you click through the list on top, the bottom list refreshes and shows which objects are assigned to which values. If the item in the list on top is a code, then the bottom list will aggregate all objects assigned to ALL of its values. For more info, see [bookmark postid=”16254″ anchor=”assigned”]Making Assignments[/bookmark].

Upper List

Column Definition
Description The text field for describing the codes and values.
Behavior Whether or not more than one value of a code can be assigned to the same activity (Multiple). Default as Single. For more info, see the Advanced Code Properties at the end of this section.