This procedure allows you to define a budget ID format for the selected project. It supports the customization of project-specific IDs to be used for newly created budgets. This includes prefixes, suffixes, and the ability to increment by any provided number. It is critical that the Digits (number of digits including leading zeros) as well as the Increment is established. If either of these numbers are missing, the ID will not generate as expected. The hierarchy path delimiter (typically a period, or ".") must not be used in either the prefix or suffix.
In the Project Details panel, click the Budget Admin tab.
By default, the last selected project appears in the Project ellipsis. To change the project, click the Project ellipsis and select the required project.
(Optional) Type a required Prefix.
The prefix is added to the beginning of the budget ID.
(Optional) Type a digit in Next ID Base.
The numbering of the budget ID starts with this digit.
Type a digit in Digits (Max 20).
This is the length of the budget ID.
(Optional) Type a required Suffix.
The budget ID ends with this suffix.
Type a digit in Increment.
The budget ID increments by this digit.
Click SAVE. The budget ID appears in the Budget ID Example (Max 40) field.