View Company Task Codes

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.

Roles and Permissions:
The 'Company Task Codes' menu is available only to users with 'View' permission or above for 'Company Task Codes' enabled on their role.

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Company' on top and  'Company info' on the left.

• Color code - Color assigned to the task. This enables you to group-sort tasks with easy identification
• Task 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 and filter options:

• Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these: 
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

        Download List in Excel Format

• Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.