Configuring Project Numbering and Status

As the administrator, you can configure the project numbering and the status of each project/shell type. As part of the numbering scheme, you can enable and disable automatic numbering and you can update the format and starting number. The system implements the new settings for records created after the change is implemented and ensures that unique labeling is maintained. If you change the value of Format or Start, the system cannot guarantee that the selected sequence is available due to possible conflicts with existing data and might alter the selected information to prevent a conflict. Changing this information might also create gaps in the numbering sequence.

Example: If you specify a Format of ABC and a Start of 0001, and records ABC0001 through ABC0015 have been created, and you then change the Format to DEF and the Start to 0001, the system starts generating new records with DEF0001. If you change the Format to back to the original ABC and a Start of 0001, the system would begin the sequencing of new records using ABC0016.

To configure project numbering and status

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Configuration > Shell Manager.
  3. Double-click the applicable shell type, such as Projects.
  4. On the General tab, complete the following fields:
    • Enable Automatic Numbering: To allow automatic numbering of projects based on the specified Format and Start values, select this option. You can deselect this check box to disable automatic numbering; it is selected by default.
      • Format: If you enable automatic numbering, specify the format of the numbering schema. By default, Format is blank.
      • Start: If you enable automatic numbering, specify the starting number. Start determines the starting number of the numeric schema. By default, Start is 0001.
    • Cost Codes: This read-only field displays the type of cost code specified in uDesigner for the shell type.
      • WBS: Standard Cost Manager
      • Generic: Generic Cost Manager
    • Status: Select the applicable status, Active or Inactive. Users cannot access shell types that have an Inactive status. The default is Inactive.

      Note: If a project/shell is open and visible when its corresponding shell type is changed to Inactive, you cannot create a new shell of the applicable type but existing shells are not affected.

  5. When you are done, click Save.

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Last Published Tuesday, December 12, 2023