Codes Tab of the Change Details View
The Codes tab displays the code assignment for the selected row. For
example, when you select a control account in the Change Details grid,
the control account-level code assignments are displayed on the Codes
tab. When you select a work package, the work package level-code assignments
are displayed and can be edited. When you select an activity, the activity
codes, and user-defined fields that have been configured for PM Compass
are displayed. This includes linking fields (for example, how an activity
is linked to a work package).
The linking fields are not editable in the Change Details view, but
the other codes, user fields, and user-defined fields are editable.
This tab contains the following grids:
Codes:
Use this grid to select and edit a code from the list of valid codes.
User
Fields: Use this grid to view and edit user character, user
number, and user date fields.
This table lists the common fields that display on any grid in this
tab when you select a code in the Change Details grid. You can also add
codes and user fields to the top of the grid.
Field |
Description |
Control Account/Work
Package/Activity ID |
This field displays the control account
ID, work package ID, and activity ID for the activity you selected
in the Change Details grid. |
Description |
This field displays the description for
the selected control account, work package, or activity. |
Status |
This field displays the current status for
the selected activity: Planned,
In-Progress, or Complete. |
Codes Grid
The Codes Grid displays different codes depending on your selection
in the Change Details view.
When you select a control
account, the control account-level code assignments in Cobra are displayed.
These codes can be edited.
When you select a work
package, the work package level-code assignments in Cobra are displayed.
These codes can also be edited.
When you select an activity,
only codes for the selected row that have been added in user-defined
data are displayed.
Grid Toolbar
Option |
Description |
Codes |
Click the drop-down arrow to display the
following options:
|
Grid Columns
Field Name |
Description |
Description |
This column displays the cost and schedule
code labels. |
Value |
This column displays the code value for
the selected control account, work package, or activity.
Click  to display
the Code Search dialog
box. Use this dialog box to select the code for activities of
the selected project or add codes to a work package level. The
content of this search dialog box depends on the code file available
in your cost or scheduling system.
You can manually edit the value for Text by using the text field. |
The linking fields are not editable in the Change Details view, but
the other codes, user fields, and user-defined fields are editable.
User Fields Grid
This grid displays the user fields defined on the Source Fields tab
of the User-Defined Data form under the Cost
and Schedule area.
Grid Toolbar
Option |
Description |
User Fields |
Click the drop-down arrow to display the
following options:
|
Grid Columns
Field Name |
Description |
Description |
This column displays the cost and schedule
user-defined field labels. |
Value |
This column displays the field value for
the selected control account, work package, or activity. |
The linking fields are not editable in the Change Details view, but
the other codes, user fields, and user-defined fields are editable.
What do you want to do?
Access
the Cobra codes and user-defined fields in PM Compass
Access the
Open Plan Fields in PM Compass
Define
cost code labels
Define
schedule code labels
Enter
a code assignment on an activity
Add
a source field to the workflow table
Define
fields in Open Plan
View location
Learn more about...