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Title: Using the Automatic Project Code Generator

Brief description:

This topic covers the steps required to set up and use the automatic Project Code Generator. 

What’s covered in this document:

Setting up your system to autogenerate Project Codes

  1. Navigate to Admin > Properties > Unanet > General > Automatic Project Code Generation.
  2. Select your desired Project Code Source (e.g., Project Type, Project Organization, Owning Organization, or Legal Entity).



Specify your generation logic for the Project Code Source in Admin Setup or Organizations


    1. The following screenshots illustrate how different Project Code Sources are set. 


      1. Admin - Setup - 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):



    Back in Properties, specify your desired Project Code Separator and Project Code Sequence Number Minimum Length

    1. The Separator is the character used to segregate the Project Code Source and the Project Code Sequence.

    2. The Length defines the minimum length of the Project Code.

Using the Project Code Generator as an Admin

The Project Code is editable to Admins when adding or copying a project.



Leave the Project Code field blank and click "Save" to utilize the generator. 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

The Project Code field is greyed out (not editable) to Project Managers, meaning the Project Code will always be auto-generated.


Other Notes

  1. When using the “Copy Project” feature:
    1. As an Admin, if you delete the Project Code before the initial save the Project Code generator will kick in. Otherwise, it will take whichever unique Project Code you apply.
    2. As a Project Manager, the Project Code will be grayed out and the generator will apply.
  2. Import Projects: You can import projects without a Project Code to use the Auto-Generation. In the example below, the Project Code value is blank.




Additional Information

Quick Video - Project Code Generator

Help Docs - Project Code Generator information

Help Docs - Unanet Properties


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