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, user fields, and user-defined fields (UDFs) 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 UDFs are editable.

For more information about configuring Schedule codes, see User-Defined Data » Area = Schedule and the Source Fields tab.

The Codes tab contains the following grids:

Codes: Use this grid to select a code from the list of valid codes.
User Fields: Use this grid for data entry.

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

When you select a CA or WP in the Change Details grid, all codes for the selected row that have a label are displayed.
When you select an activity in the Change Details grid, 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:

Print: Select this option to display the Print Preview form.
Export to Excel: Select this option to open the Microsoft Excel application with the grid’s contents displayed.

Grid Columns

Field Name

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 Code Search 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.

For Text, you can manually edit the Value using the text field.

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.

When you select a control account, work package, or activity in the Change Details grid, the cost and schedule user-defined fields (character, date, and numeric fields) for the selected row are displayed.

Grid Toolbar

Option

Description

User Fields

Click the drop-down arrow to display the following options:

Print: Select this option to display the Print Preview form.
Export to Excel: Select this option to open the Microsoft Excel application with the grid’s contents displayed.

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.

What do you want to do?

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

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