User Guide
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08.2 · Code Sets

Building a Code Hierarchy

Creating a Root Code

  1. Open the Code Sets view.
  2. Click New Root Code.
  3. Enter Code (e.g. 01) and Name (e.g. Site Establishment).
  4. Save.

Adding Children

  1. Select the parent node.
  2. Click New Child (or press Enter with the parent selected).
  3. Code: 01.01 (or whatever your scheme dictates — codes are free-text).
  4. Name: Temporary Works.

Repeat to the depth you need. Max 6 levels.

Importing a Standard Scheme

  • Code Sets → Import accepts CSV (code, name, parent_code).
  • Code Sets → Import from Template pulls a library scheme from your organisation master.

Re-Parenting

  • Drag a node onto another to re-parent.
  • Or set the ParentId via right-click → Move….

Circular moves are blocked (a node can never become its own descendant).

Renaming vs Recoding

  • Renaming is safe — the Code stays, the Name updates, reports reflect the new name.
  • Recoding (changing Code) cascades to child FullCodePath values but does not update external references (e.g. CSVs you previously exported).

Activating / Deactivating

Set IsActive = false to hide a node from the picker without deleting it. Its children and existing allocations are preserved.

Deleting

Deletion is blocked if the node has:

  • Active children.
  • Any allocations pointing at it.

Reallocate or deactivate children first.

Colour and Display

You can give each root code a colour for chart legibility. Child nodes inherit the colour by default; override at any level.

Versioning

Code sets are not versioned within TX1. If your organisation updates its code scheme annually, duplicate the code set (Code Sets → Duplicate) and call the new one e.g. Trade Codes 2026.