Advanced Enterprise Technologies, Inc.
Table of Contents

Using Number Sequences for Projects

 

Number sequences help standardize identification numbers. They can be used for invoices and projects in Quadra.  By establishing sequence rules, you can create customized formats for identification numbers that are automatically generated.

Note that number sequences can accommodate variable text tags including {Account Number}, {Fiscal Year}, {Year}, and {Month} along with the existing {Sequence} tag.

Read more about using variable text tags. 

Create a Number Sequence for Projects

Manage Sequences for Projects

Example of a Project Number Format

Create a Number Sequence for Projects

Number sequences for projects are managed in the Projects section under Client Settings in Administration.

  1. Open the Projects section of Client Settings.
  2. Under Generate Project Numbers select Yes.
  3. For the Project Number Format include a series of numbers or letters with the sequence. Enclose the word 'sequence' in curly brackets with a colon that is followed by a number between 1 and 9. The number indicates the total number of characters produced. 
  4. Under Project Number Sequence select Client Sequence to use your own sequence rule. If you select Unique Identifier Quadra will generate a number based on the number of characters defined in the above step. 

  5. Under Sequence Name select a sequence rule that you have created that will automatically number the projects. These rules are managed under Manage Sequences (See instructions in the next section below).
  6. Click Test Format to see an example of how the number sequence will appear.

Managing Sequences for Projects

  1. Open the Projects section of Client Settings.
  2. Under Sequence Name click Manage Sequences.

  3. Click Add Sequence.
  4. Create a Name for the sequence. Then specify the Next Number in the sequence. This is what future projects will be numbered from.
  5. Click the Save icon.

Example of a Project Number Format

If your sequence rule starts with '789' and the sequence total specified is 6, zeros will be added to produce a number with 6 characters.

Example: PR-{sequence:6} will yield 'PR-000789' as the project number.

See more examples of project number formats.

Read more about number sequences.