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prim20992:Copy activity code values from one code to another and re-assign the value assignments accordingly.

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Solution ID: prim20992
Copy activity code values from one code to another and re-assign the value assignments accordingly.
Status: Reviewed
Version(s): 3.x, 4.0, 4.1, 5.0



Problem: Copy activity code values from one code to another and re-assign the value assignments accordingly.
Fix: The ability to copy activity code values from one code to another and re-assign the assignments accordingly is in an existing enhancement request.

Workaround:


First, follow the steps in  solution prim20987 to copy the activity code values from one code to another.


Then, select one of the following methods to re-assign those values to the new code on the activities:


 A:  Use the Layout to re-assign the values.



  1. Select View, Columns, Activity Codes and add the old activity code as a column in the layout.

  2. Group the layout by the 2 codes, first by the new code and second by the old code.  For each grouping, uncheck the “Hide if empty” option, if it is checked.




     

  3. Notice that the new code bands (Blue above) will be empty, and the old code bands have the activity assignments (Green above).  Highlight all the activities under the old band by selecting the first activity and holding the <shift> key on the keyboard and selecting the last activity.  Then place your mouse pointer on the left most column of the layout until it changes to a pointer with piece of paper on it and ‘click and drag’ the activities from the old band assignment to the new band value.  Do this for each of the values that you copied in the dictionary.


          Note: At this point, the assignments exist for the old code and the new code.  To remove the old code assignments, once you have re-assigned them to the new code, either delete the values from the assignment in the layout or, if the old code values are no longer needed, you can delete them from the dictionary.  Deleting the value from the dictionary also deletes the old assignment.


B:  Use Global Change to re-assign the values.



  1. Go to Tools, Global Change.

  2. For each code value that needs to be re-assigned, create and run the following global change using the appropriate codes and values.

    In this example, ’Department’ is the old code and ‘DEPT – Department’ is the new code.


     

  3. To remove the old code assignments, once you have re-assigned them to the new code, either delete the values from the assignment in the layout view or, if the old code values are no longer needed, you can delete them from the dictionary.  Deleting the value from the dictionary also deletes the old assignment.

C:  Use the activity351.xls or activity4x.xls to re-assign the code values.


 For 3.5.1, see solution prim13629 


 For 4.x, see solution prim4617.


D: Use the Import/Export to Spreadsheet Feature to re-assign the code values in version 5.0 and later



  1. Show both activity code columns in your layout by going to View, Columns

  2. Right-Click your activity list and choose Export to Excel


  3. When that’s completed, copy the columns from one activity code column to the other. 

  4. Import the Spreadsheet back in by going to File, Import and choosing Spreadsheet as the format

*NOTE – This workaround also applies to assigning Global Level Activity codes to EPS Level Activity codes as long as the codes and values are created first and the project is contained in the same EPS as the EPS Activity Codes


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