Managing Service Codes for a Project Type

You can assign service codes to project types. The service codes assigned to a project type are available in templates and projects that are created from that project type.

Use the instructions below to manage service codes in project types.

1. Do one of the following to open the Types list:

   • In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
   • In Workstream. On the Manage ribbon, click Types.
2. Select a type in the grid, and then click in the button bar.
3. Click Service Codes on the navigation panel.
4. Do any of the following as needed:
• Add a service code to the project type.
  1. Click Firm Service Codes on the button bar.
  2. In the top grid, select the service codes you want to add, and then click . You can add all service codes at one time by clicking .

     Note: See Using the Firm Service Codes Window for more information about selecting service codes.

  3. Click OK.
• Remove a service code from the project type.

  Note: Service codes are organized into categories and sub-categories, which are created in Lists. Removing a category removes the category and all sub-categories and service codes listed beneath it. Removing a sub-category under an expanded category removes the sub-category and all service codes listed beneath it. Removing a code beneath an expanded sub-category removes only the selected service code.  

  1. In the Service Codes grid, select the service code you want to delete.
  2. Click Remove on the button bar.
  3. Click Delete on the confirmation window.
5. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.