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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.

Understanding project numbering

Prefix Options:

  1. Client ID

  2. Year

  3. Custom option


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.

  • 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.


How to customize project IDs

Steps:

  1. Navigate to Settings → DefaultsProject 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.

Any changes to an existing numbering system will also override any previously made customizations across all past and present projects.

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