Update Register Admin Defaults - EcoSys - 4.03 - Help - Hexagon

This procedure allows you to define the ID format for Payment ID, Safety ID, Submittal ID, Transmittal ID, RFI ID, Change ID, Item ID, Lesson ID, Line ID, and Meeting ID. It is critical that the Digits (number of digits including leading zeros) as well as the Increment are identified. If either of these numbers are missing, the ID does not generate as expected.

1. At the top of the screen, in the toolbar, click the Contract Organization ellipsis and select the required project.

2. If required, click the Refresh icon to update the screen.

3. Click the Contract Register tab.

4. Select the Contract ID hyperlink. The Contract Details panel appears.

5. Click the Register Admin tab.

6. Populate the budget number attributes for Payment ID, Safety ID, Submittal ID, Transmittal ID, RFI ID, Change ID, Item ID, Lesson ID, Line ID, and Meeting ID as follows:

   1. Provide a Prefix.

   2. Provide a numeric value for Next ID Base.

   3. Provide a numeric value not exceeding 20 digits for Digits.

   4. (Optional) Suffix.

   5. Provide a numeric value, defaults to "1" for Increment.

7. (Optional) For Payment Certifications, enter Retainage %.

8. Click SAVE.