Using the Firm Service Codes Window

Use the Firm Service Codes window to add or remove service codes for a selected project type. The service codes assigned to a project type will be available in templates and projects created from the project type.

ClosedHow do I get to this window?

  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. Click Firm Service Codes on the button bar.

The grid at the top of the window lists the service codes that are available to add to the project type. The grid at the bottom lists the service codes that have already been assigned to the type, if any.

Note: Click the + button to expand a service code category and display its service codes.

Click a link below to view more instructions for using this window.

ClosedAdd service codes to the type.

  1. In the top grid, select the service code you want to add to the project type.
  2. Clickto add the service code to the project type.
  3. Click OK.

Note: You can also clickto assign all the service codes to the type.

ClosedRemove service codes from the type.

  1. In the bottom grid, select the service code you want to remove from the project type.
  2. Click to remove the service code from the project type.
  3. Click OK.

Note: You can also clickto remove all the service codes from the project type. Doing so does not remove assignments that already have been saved to the project type.