Project Settings – Project Code

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

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.

Figure 3.1
  • 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.