Update Fund Request ID Format - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys Standard Version

This procedure allows you to define a fund request ID format for the selected project. This format is used to create a fund request ID whenever a new fund request is created. Fund request ID formats must be established correctly before fund request can be created.

Fund requests cannot be created if this ID format is not established.

  1. In the Project Details panel, click the Fund Request Admin tab.

  2. (Optional) Type a required Prefix.

    The prefix is added to the beginning of the fund request ID.

  3. (Optional) Type a digit in Next ID Base.

    The numbering of the fund request ID starts with this digit.

  4. Type a digit in Digits (Max 20).

    This is the length of the fund request ID.

  5. (Optional) Type a required Suffix.

    The fund request ID ends with this suffix.

  6. Type a digit in Increment.

    The fund request ID increments by this digit.

  7. Click SAVE. The fund request ID appears in the Fund Request ID Example (Max 40) field.