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Resource codes

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Resource codes
You can categorize resources using codes. With potentially hundreds of resources being used across an enterprise of projects, codes provide another method for filtering the resources you need to access quickly, or for grouping resources for analysis and summarization in layouts. You can also use resource codes to group, sort, and filter resources in profiles and spreadsheets.

Create resource codes


1. Choose Enterprise, Resource Codes. 2. Click Modify. 3. Click Add, then type the name of the resource code. 4. In the Max Length field, specify the maximum number of characters for the project code's values. 5. Click Close. Tip

To change the order in which resource codes are listed, select the resource code you want to move in the Resource Code Definitions dialog box, then click Shift Up or Shift Down.

Create resource code values


1. Choose Enterprise, Resource Codes. 2. Select the resource code for which you want to create a value. 3. Click Add. 4. Type the value's name and description.

Assign resource codes and values


1. Choose Enterprise, Resources, then select the resource to which you want to assign a code and value. 2. Click the Codes tab. 3. Click Assign.

Resource codes

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4. Select the resource code value you want to assign. You can only assign one value per code. 5. Click Assign, then click Close. Tips

To change a code value assignment, double-click the code value you want to change and select a new code value. To remove a resource code, select the code and value you want to remove in the Codes tab, then click Remove.

Edit resource codes


1. Choose Enterprise, Resource Codes. 2. Click Modify. 3. Select the resource code you want to edit. To change the resource code's name, type a new name. To change the maximum number of characters the code's values may have, specify a new number. To change the placement of the code in the list, click Shift Up or Shift Down. 4. Click Close. Tip

If you change a resource code, your changes apply to all resource assignments.

Edit resource code values


1. Choose Enterprise, Resource Codes. 2. Select the resource code whose value you want to change. 3. To change a value or description, double-click the item you want to change, then type the new text. Tip

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If you change a resource code value, your changes apply to all resource assignments.

See Also: Edit resource codes

Delete resource codes


1. Choose Enterprise, Resource Codes. 2. Click Modify. 3. Select the code you want to delete, then click Delete. 4. Click Yes.

Delete resource code values


1. Choose Enterprise, Resource Codes. 2. Select the code whose value you want to delete. 3. Select the value you want to delete. 4. Click Delete. 5. Click Yes. See Also: Delete resource codes