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
   1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
   2. From the  Main Menu, select  Summary & Settings.
   3. On the Summary & Settings page, select Settings.
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.

Tips

• Users can manually overwrite the default values when adding these objects in the application.
• When importing scope items or scope assignments, if the ID column in the import template is left blank, the Scope Item ID or Scope Assignment ID columns are populated with the auto numbering defaults.