Edition: Professional, Business, Enterprise
User-level: Assistant Administrator, System Administrator
Previous steps: N/A
Set up custom project number sequences and prefixes.
What are project numbers?
Synergy project numbers are made up of 2 sections: a prefix and a sequential number counter. A prefix can contain numbers and letters. The numeric counter can be between 2 and 9 digits. You'll also be able to select the number the next job should start from.
How to add a new project number
Organisation drop down > Settings > Organisation > Project numbers
Click on the Add button in the top right
Add the letter or numbers required as the prefix
Enter the numerical format
Enter the next number in line ie if you have existing projects already up to 202150, the next project should be 51
Select the default invoice number associated with this project number
Synergy will provide a preview of the project numbering sequence you've created
Save
Tips:
Do not add special characters to your project prefix such as /\:*?<>| as special characters can cause issues with saving data in other third party software packages. e.g. Microsoft or Mac file names don't allow these characters, and most accounting systems don't allow special characters in their job / inventory item numbers.
Want your prefix to include more parts of the date? Try out other standard date components like ddMMyyyy to get today's date as the prefix. Just add a hyphen in front and after the date bookmarks added to the prefix field for this to work. E.g. -MMyyyy- or -ddMMyyyy- or -MMddyyyy- as the prefix to generate the date in front of the next number available in the sequence.
If a staff member has a project numbering format linked, any new projects created will use the numbering format by default. If the staff member doesn't have a numbering format selected, then new projects will use the numbering format configured under the project office. See Staff record for more information.
Standard options available
There are two project number sequences that are included in your Synergy organisation. These rows can be customised or set as inactive if not required.
Make a project number inactive
To set as inactive, check the box on the left hand side and then go to the more arrow in the bottom left corner and select 'set as not active'.
Where to next?
What other features does this relate to?