Project Setup- Project Codes
Project codes are used to categorize various types of values that are used in the system to provide options in setup screens. You cannot create new Project Codes, but you can add or delete the code values associated with a specific Project Code. To access Project Codes, navigate to the Role center > Project Setup > Project Codes.
Tip
An example of this would be a Project Code called INSTYPE (description: Insurance Type) and when setting it up, you can have multiple codes (or values) under the Project Code INSTYPE as follows: Code 1: General Liability Insurance, Code 2: Business Auto Insurance, Code 3: Property Damage Insurance
Modify Codes
- To modify the codes for an existing Project Code, open the Project Card, select the Manage tab in the bottom of the page and select either New Line or Delete Line. You can also change the status of a code from Open to Closed if the code type has already been used in a subcontract.