Home > SI Documentation (v17) > Administrator Guide > Setup > Control Panel > Project Number Format

Project Number Format

Setting

 

Here you can set your Project Number Format.

 

project number cp.jpg

 

The Manage Project Number Format form:

 

project number format form.jpg

 

This setting will auto-generate a Project Number for each Project on save.

 

You can add/delete rows from your Project Number Format list. You can also use the Move Up/Down buttons to position the rows.

 

controls.jpg

Fields

Type

 

type.jpg

 

You can choose "Field" or "Text" for your Format Type. "Field" allows you to then select a project field in the Value column. "Text" allows you to type your own value in the Value column.

Value

 

field.jpg

 

You can choose from a list project fields when your Format Type is set to "Field".

Length

 

length.jpg

 

Here you can type in the length of the string you want to pull from the "Value" column.

Separator and Number Settings

 

options.jpg

 

Here you can choose the separator, number of digits, and the start number for your Project Number format. The separator list has four available options: hyphen, colon, slash, or dot. However, you can type in any character you desire.

 

separator.jpg

 

Note: You cannot leave the separator field blank.

Change Order Numbering

 

You also have the option of maintaining separate number for external vs. internal Change Orders. This allows for continuity of numbering when presenting Change Orders to your Client.

 

separate numbering.jpg

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.