Project Settings – Project Code
- amani imtiyas
- Paul Angelo (Unlicensed)
This article contains: |
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.
