Assign a Code to a File
Assign codes to files to help track them based on attributes they share.
To assign a code to a file:
- Navigate to the files page
- In the object selector, select
Project,
Portfolio,
Program, or
Idea, and then select an object from the list.
- From the
Main Menu, select
Files, and then select File List.
- In the object selector, select
- In the table, select a file row, and then select the Codes detail window.
- Select Assign.
- In the Select Code dialog box, in the Available section, select codes and select Add from Available to add them to the Selected section.
- Select Select.
- Select
Save.
Tips
- You can also assign codes to files by adding code columns to the page from the Settings panel and selecting a code value for the file row.
Last Published Monday, March 17, 2025