Indicates editable status of a Code Set.

If a Lock icon is displayed on a Code Set, changes are unable to be made as it is either being edited by yourself in another window or by another concurrent user.

Hovering the mouse over the Lock icon shows the user that has locked the Code Set from being edited.

Note: This field is read-only.

Name

This column allows you to enter a unique name or identifier for the Code Set.

Description

The Description column allows you to record a detailed explanation for the Code Set.

Reference

The Reference column allows for a unique identifier to be assigned to a Code Set. This identifier can then be used within specific Metric Calculation formulas.

Note: Each Code Set within a project must have a unique Reference value and is limited to 25 characters.

The Sell Values based on Spread Results checkbox allows you to determine what values will be calculated for the Sell Values in a particular Code Set.

If ticked, the Sell Values in the Code Set will use the results derived from the Spread Results.

If unticked, the Sell Values of the Code Set will display the sell value that each item contributes to the project.

Note: This will default to ticked for any new Code Set.

The Inherit Allocations column determines whether child items inherit their code allocations from the parent item or use their own.

By default, this option is set to Independent Allocations, requiring all schedule lines to be directly allocated.

When the field is set to “Allocations Inherit From Parent,” Direct Cost and Overhead Cost child items inherit the code assigned to the parent item, and Inherited is displayed in the Allocated Code column.

Note: Child items will inherit from their closest parent with an allocation, regardless of whether it is a top level parent.