Codes Tab of the Change Details View
The Codes tab displays labels for defined schedule, cost codes, and
user fields for the selected control account, work package, or activity
and allows the user to make changes to the code and user field values.
By setting up a coding system and assigning codes to your project, you
can display project data at a summary level, a detailed level, or any
level within the project. A good coding system provides clear and concise
information. Among other things, codes are used for roll-up reporting,
filtering, and processing.
See Codes Overview for additional
information on codes.
Labels for control accounts
and work packages are defined on the Fields
tab of the Projects
Detail form
Schedule code labels
are defined on the Source
Fields tab of the user-Defined Data form under the Schedule
area
When a control account or work package is selected in the Change Details
grid, all codes for the selected row that have labels are displayed.
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 a CA or WP is selected
in the Change Details grid, all codes for the selected row that have
a label are displayed.
When an activity is
selected 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:
|
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 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 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 a control account, work package, or activity is selected 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:
|
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
Learn more about...