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1. Overview |
You will be able to define a custom project coding system which will automatically increment the project code when new projects are added.
You can either define a general project coding system or a project coding system for each project type by following the steps below.
2. 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 |
This numbering will be applied to all new projects created from the Project Details object.
3. Project Coding based on Project Type |
STEP 1: Go to Framework > Project Settings > Project Code.
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.
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 capitalised 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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Note: Once the above feature is activated, the new codes will only be applied to the new projects created. Hence, the project codes of the existing projects will remain unchanged. Please contact Camms Support, if you wish to apply the above feature to the existing projects. |
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