The Codes Manager

The Codes Manager is a hub for [anchor]codes [/anchor]functionality, such as defining defining the work breakdown structure (WBS), adding codes, and making assignments. The window itself is non-modal, meaning that you can navigate to other menus or make modifications on the canvas without having to close it.

In each view, the bottom list can be filtered using the search field provided above it, and both lists can be customized by having their columns sorted, added and removed. In the bottom list, the canvas will be scrolled and the item spotlighted as you select different items, but this can be disabled. In addition, both lists can be individually exported to Excel. Instructions provided below.

NOTE: Sorting is not saved and will refresh when changing views or leaving and coming back.

Steps

Sorting, Adding, and Removing Columns

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. To sort by a certain field, click once on the column’s label to sort from top to bottom, or click twice to sort from bottom to top.
  3. To add or remove a column, right-click on any column.
    1. Choose the desired field. A checkmark will appear or disappear and the list will refresh.
    2. To close the menu, click anywhere outside of it.
  4. Repeat step 3 as desired.
  5. To remove a column graphically (bottom list only), left-click on the desired column.
    1. Without releasing the mouse, drag it up or down until a black “X” appears.
    2. Release the mouse.
  6. Repeat step 5 as desired.
  7. To rearrange a column, left-click on the desired column
    1. Without releasing the mouse, drag it left or right until two red arrows appear to indicate where it will be placed.
    2. Release the mouse
  8. When finished, click Close. Any changes will be automatically saved.

NOTE: Any customization is tied to the computer (not to the schedule) and will be reset upon re-installation of NetPoint.

Exporting a List to Excel

  1. Click Tools > Open Codes Manager from the menu bar.
  2. Right-click on the columns at the top of either list.
  3. Choose either Export Displayed Rows & Columns or Export All Rows & Columns.

Filtering Lists

  1. Click Tools > Open Codes Manager from the menu bar.
  2. Click in the search field above the lower list.
  3. Begin typing, and the list will adjust to display any matches.
  4. Select an activity in the list and it will be indicated on the canvas.
  5. When finished, click Close.

NOTE: Any alphanumeric characters can be entered, and the results will include anything that matches, starts with, or contains what has been entered, pulled from every column currently being shown. For example, if searching for a duration, make sure the Duration column is being displayed.

[anchor]Enabling[/anchor]/Disabling Canvas Scroll

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Click the List icon List-button-for-web in the upper-right corner
  3. Click Scroll Canvas with Manager Selections. A checkmark will appear or disappear accordingly.

NOTE: This setting will also apply to the NetRisk and Targets managers, and will be saved after the manager is closed.

Notes

Manager Views

Icon Definition
Codes-UP The Codes view is for adding codes and values and assigning them to activities. For instructions, see [bookmark postid=”11457″ anchor=”codes”]Adding/Modifying[/bookmark] in the Codes chapter.
The WBS view is for organizing WBS levels and assigning them to activities. For instructions, see [bookmark postid=”11457″ anchor=”codes”]Adding/Modifying[/bookmark] in the Codes chapter.