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Defining a general coding system.
STEP 1: Go to Framework> Project Settings> Project Code.
STEP 2: Select the 'General' option from the 'Project code is based on' dropdown list.
STEP 3: Enter the required data as described below and click 'Save'.
Field | Description/Instructions | Mandatory/Optional |
|---|---|---|
Prefix | This will act as the first set of code used for all project codes. | Optional |
Enter Start Number | This will kick off the auto number which will automatically increment when new projects are being added. | Optional |
Suffix | This will act as the last two characters of the project code. Ideally this can be used to differentiate project from the date of creation. | Optional |
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2. Project coding based on project type.
STEP 1: Go to Framework> Project Settings> Project Code.
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STEP 2: Select the "Project Type" option from the 'Project code is based on' dropdown list. Then you will be able to view a grid with the below columns;
Project Type: Shows the project types in the system.
Prefix: Allows you to enter a ‘prefix’ for the project code. ‘Prefix’ will act as the first set of code used for project codes.
Suffix: Allows you to enter a ‘suffix’ for the project code. ‘Suffix’ will act as the last set of code used for project codes.
Start Number: Allows you to enter a start number to kick off the auto number, which will automatically increment when new projects of the respective project type are being created.
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STEP 3: Enter the requisite data and click 'Save'.
For example, if the admin does the following configurations for the project type ‘Major Projects’, the projects of that type will have a project code such as “MP-1-20/21”.
Prefix: MP-
Suffix: -20/21
Start Number: 1
The system will assign the following default values for each project type. You can change the default configurations, if needed.
3. Prefix: The first letters of each word in the name of the project type will be capitalized and be set as the prefix. For example, prefix for the project type ‘Major Projects’ will be “MP”. If there are project types that have the same first letters in their names, a number will automatically be added next to the prefix to make the prefix for the respective project type unique.
4. Suffix: “-“ followed by the current reporting year (i.e. “-20/21”) will be set as the suffix.
5. Start Number: “1” will be the set as the start number.
When you create a new project, the system will automatically assign a code for that project based on the ‘Prefix’, ‘Suffix’ and ‘Start Number’ configured for the respective project type from Project Settings> Project Code.
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