Project Numbers

Modified on Wed, 3 Jul, 2024 at 1:39 PM

TABLE OF CONTENTS


By default each new project will get a Project Number assigned. It starts with 1 for the first project and increments +1. If you manually update the number to a higher number, the next will be that number +1 (e.g. 2000,2001...)


Letters can be manually added but are not considered when a new project is created.




Allow Duplicate Project Numbers: Select Yes to allow duplicate Project numbers. If set to No each Project must have a unique number.


Allow Editing Project Numbers (Default set to Yes): If changed to No, Users can no longer change a Project's Number once it's saved. They can, however, still edit the number on new Projects.


Project Number Builder: allows to configure project numbers with two different formats.


How and where Project Numbers are shown


Below is an overview of where, how and if project numbers are displayed, depending on the customer's needs and how they use the project number.


Booking Window Header showing Project Number (not customizable)



Show the Project Number to the Hourline Booking Text Information



Display the Project Number as separate column in the Toolbox > Projects



Display the Project Number in the Long Form > Project Tree.



Sort Projects in the Project Tree by Number



Search and sort by Project Number in the Invoice Creator and Manager





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