How to group activities by phase, responsibility or area?
Problem:
How to define / add activity codes, phases, responsibilities or areas?
Problem:
How to create a heading?
Problem:
Understanding and using Activity Codes.
Fix:
The following guide walks users through the steps to understand the basics of, and use, Activity Codes.
Activity codes can be used to organize / group activities in a project according to their respective phase, responsibility, location, etc…
Define Activity Codes
Please reference pages 178 – 182 of the SureTrak User’s Guide:“Creating an Activity Codes Dictionary” & “Defining Code Values”
Click: Define, Activity Codes to open the Activity Codes dictionary.
The ‘Codes’ are the general categories in which ‘Values’ are listed. Ex: Phase, Responsibility, Area, Building, etc..
The ‘Values’ are the specific: phases / responsibilities / areas / buildings / etc.. that will be assigned to individual activities. Ex: Phase 1, Phase 2, Phase 3, …, Lou, James, Brad, …., Building A, Building B, Building 3, etc..
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In the ‘Name’ column, highlight the existing (or add the new) code whose values are to be managed below.
If necessary, adjust the ‘Length’ value. This determines the maximum number of characters allowed in a value name, within the respective code.
In the ‘Value’ column, list each of the values for the code highlighted above (in the ‘Codes’ section).
NOTE: For more information about the ‘Order’ column, either:
Click: Help
(OR)
Reference Solution ID: 2000102312590 – “How to change the order of Phases, Areas or Responsibilities?”
Click: Close
Organize the layout to display by Activity Code(s)
Please reference pages 206 & 207 of the SureTrak User’s Guide: “Grouping Activities in the Bar Chart”
Assign Activity Codes to activities
Please reference either of the following:
Solution ID: 2002121217211 - ”How to assign Activity Codes to multiple activities? (CODEWIZ)”
(OR)
Solution ID: prim412 -”How to assign an activity code value to an activity from the activity form.”
(OR)
Please reference page 186 of the SureTrak User’s Guide: ”Changing an Activity and Its Codes”
NOTE: Header bars do not appear until at least one activity has been assigned to that Activity Code.
NOTE: Activities not yet assigned a Activity Code will be grouped at the bottom of the schedule under a blank colored band. These are referred to as ‘Uncategorized Activities.’
