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Custom project numbering and project IDs

Understand and customize project IDs for improved project tracking and management

What are project IDs

  • Project IDs are unique identifiers assigned to each project for tracking and management.

  • They are automatically active on all projects and follow the numbering system set in your Defaults settings.

Default behavior:

  • The project ID prefix is based on your client ID (first 3 letters of the client’s name).

  • A counter tracks all projects in your account.
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Understanding project numbering

Prefix Options:

  1. Client ID

  2. Year

  3. Custom option
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​Counter Options (when using Client ID prefix):

  • All Projects Counter: Shows a sequential count of all projects in your account, regardless of client.

    • Example: If 2 clients each have 2 projects → MIC-0001, AMA-0002

  • Client Projects Counter: Shows a sequential count per client.

    • Example: Using same scenario → MIC-0001, AMA-0001


​How counters work

  • Incrementing Count: New project IDs follow the highest number in the sequence.

    • Example: If AMA-0001 is changed to AMA-0006 (now the highest), the next ID is AMA-0007.
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  • Consistent Counting: Applies to both All Projects and Client Projects counters.

  • Maintaining Sequence: If an ID is changed but does not exceed the current highest number, future project IDs continue from the existing sequence.


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How to customize project IDs

Steps:

  1. Navigate to Settings → Defaults → Project tab.

  2. Adjust the Project Numbering settings:

    • Choose prefix (Client ID, Year, or Custom)

    • Choose counter type (All Projects or Per Client)

Note: Any changes made to the Project Numbering in your account will apply to all future projects.
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Any changes to an existing numbering system will also override any previously made customizations across all past and present projects.

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