Configuring Project Numbering, Cost Codes, and Status
To configure project numbering, cost codes, and status:
- Go to the Company Workspace tab and click Configuration > Shell Manager in the left Navigator.
- Select Projects (Standard) and click the Open button. The Configuration - Projects (Standard) window opens.
- Complete the General tab as described in the table below.
- Click Apply to save your changes, or OK to save and exit the window.
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: CBS/Generic | Displays the type of cost code specified in uDesigner for the project. The type available for Projects (Standard) is CBS. |
Status | Status can be Active or Inactive. Users cannot access projects with the status Inactive. The default is Inactive. |
In This Section
Create and Manage Project Categories (Organize Projects)
Last Published Friday, February 2, 2024