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Title: Using the Automatic Project Code Generator

Brief description:

 

What’s covered in this document:

 

Setup Steps

Navigate to Admin > Properties > Unanet > General > Automatic Project Code Generation.



  1. Project Code Source
    1. The following screenshots illustrate how different Project Code Sources modify the Org Profiles and Project Type Setup screens.
      1. Project Types:
      2. Project Org and Owning Org (appears on all Org profiles):
      3. Legal Entity (only appears on the Org designated as the Legal Entity):


  2. Project Code Separator
    1. Character used to segregate the Project Code Source and the Project Code Sequence.

  3. Project Code Sequence Number Minimum Length
    1. Defines minimum length of the Project Code.


Using the Project Code Generator as an Admin

Project Code is Editable when adding or copying a project.

 

Project Code is no longer a required field to “Save” the Project. Leave Project Code field blank and click "Save" to utilize the generator, or populate manually to overwrite as an Admin. Below is what happens when you leave the Project Code field blank as an Admin and click "Save".

 

Using the Project Code Generator as a Project Manager

Project Code field is greyed out (not editable).

 

Notes

“Copy Project” works in the same manner (SAME MANNER AS WHAT?)

You can import projects without a Project Code to use the Auto-Generation.

 

 

Additional Information

Quick Video - Project Code Generator

 

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