Codes Overview
Codes help you categorize your data objects based on characteristics that they share. If you have many instances of an object, codes help you group and filter potentially vast amounts of information spanning different areas of the organization. You can also use codes to arrange objects hierarchically. The application supports an almost unlimited number of codes and values; therefore, you can establish as many as you need to meet the filtering, sorting, and reporting requirements of your organization.
At the workspace level, codes can be created and associated with a wide variety of objects available within the workspace. At the project level, you can create activity and task codes that will only be available to a single project.
Workspace-level codes can be created for the following objects:
- Activities
- Commitments
- Contracts
- Custom Logs
- Files
- Funds
- Ideas
- Portfolios
- Programs
- Projects
- RFIs
- Reports
- Resources/Roles
- Risks
- Scope Assignments
- Scope Items
- Strategies
- Submittals
- Tasks
- Task Constraints
- WBSs
- Work Packages
Last Published Wednesday, October 16, 2024