Configure the Auto Numbering Defaults for a Project

Unique IDs are required for a number of objects in the application. For example, in the Scope app, auto numbering defaults can be set for scope items, work packages, scope assignments, change requests, and change items. The IDs are automatically generated for each new object based on the default values set at the workspace level for prefix, suffix, and increment. You can use the defaults or enter values that represent the numbering system used for your project.

To set the auto numbering defaults:

  1. Navigate to the project settings page
  2. Select the Auto Numbering tab.
  3. Define the auto numbering defaults for the objects used in the following areas:
    • Cost: Actuals, Budget Change, and Budget Transfer
    • Files: Custom Logs
    • Ideas: Idea
    • Tasks: Tasks, Task Constraint
    • Resources: Resource/Role
    • Risk: Risk, Risk Response Action
    • Schedule: Activity, Schedule Scenario, WBS
    • Scope: Scope Item, Work Package, Scope Assignment, Change Request, Change Item, and WBS
  4. Select Save.

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