Variance Reason Codes help categorize and track the causes of schedule deviations. Assigning these codes enables better analysis of delays and helps improve project reporting and decision-making.
How to add Variance Reason Codes to an organization
Click "Variance Reasons" under "Users and Library" on the homepage
Click “+ Add Option.” on the bottom left
Enter a code (up to 3-digit number) and a reason name (up to 60 characters, including numbers and alphabets).
Assign a color (default is dark blue)
How to archive Variance Reason Codes
Hover on a code, click the icon to the right of the table to archive
Once archived the code will still be applied to existing projects. It will no longer show up in list of codes for new projects.
Unarchive -
Click the "Archived Codes" button at the bottom right to view archived codes.
Hover on the code you want to unarchive and click the icon to the right of the table
Manage Permissions for Variance Codes: Create, Edit, Duplicate and Archive
Go to "Organization Settings" via the profile menu in the top-right corner of the Home Page.
Navigate to the "Permissions" tab, assign a role for Variance Reason, and save changes.
Learn how to assign variance reason codes to activities here