Configure project numbering, cost codes, and status

To configure project numbering, cost codes, and status

1 Go to the Company Workspace tab and click Configuration > Shell Manager in the left Navigator.
2 Select Projects (Standard) and click the Open button. The Configuration - Projects (Standard) window opens.
3 Complete the General tab as described in the following table.

 

In this field

Do this

Enable automatic numbering

Select to allow automatic numbering of projects based on the specified Format and Start values. You can deselect this checkbox to disable automatic numbering. This checkbox is selected by default.

Format/Start

Specify the format and starting number for projects if automatic numbering is enabled. Format determines the format of the numbering schema. Start determines the starting number of the numeric schema. By default, Format is blank and Start is 0001. The numbering schema format cannot be changed after a user creates projects using the originally specified format.

Cost Codes: WBS/Generic

Displays the type of cost code specified in Primavera uDesigner for the project. The the type available for Projects (Standard) is WBS.

Status

Status can be Active or Inactive. Users cannot access projects with the status Inactive. The default is Inactive.

4 Click Apply to save your changes, or OK to save and exit the window.

 

 

 

 


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