View Company Task Codes

Modified on Tue, 28 Jul at 3:26 AM

The ‘Task Codes‘ screen shows the alphanumeric codes assigned to the task items by your company. This serves as a ready reference for the codes, for use in schedule, budget, estimates, etc. of your projects.

Ensure that you are on the 'Task Codes' screen in the portfolio console, If not:
Click the main menu at the top-left.
- Click 'Project' in the menu drop-down.
- Click 'Company' from the top.
The 'Company Info' screen opens by default, click 'Team Codes' on the left.

Color code - Color assigned to the task. This enables you to group-sort tasks with easy identification
Cost Code - The unique task code associated with the category/task
Task name - The label of the task, shortly describing it
Task type - Whether the activity is fieldwork, office work, or an admin task
Quantity - The amount of work done. Applies only to packages
Unit - The measurement unit of the work done/deliverable. Applies only to packages
Effort - The labor involved to get a specified amount of work done. Applies only to packages
Status- The current status of the task code, whether active or disabled

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns. See Customize Columns in List Views.
The options at the top left allow you to filter the entries and create nested groups of entries of the table. Use the links below to learn more:Filter Options in List Views
Group and Organize Items in a List View
Download as Excel Sheet
Click the 'Download' icon at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details