How do I number projects and orders?
ProsessPilotene uses a fixed numbering convention for customers, projects, orders, and cases, defined by Dynamics 365. Follow this procedure when creating a new project or order to ensure that the numbering structure remains consistent across systems.
- 8 steps
- Total time: 15 min
- Preparation: 5 min
- Result: A correctly structured project, order, or case number, ready for use in Xledger and 7Pace.
Required tools
- Dynamics 365 Project Operations — The system that assigns customer numbers and project numbers.
- Xledger — Hours are logged against the subproject or assignment number.
- 7Pace — The time-tracking tool linked to Azure DevOps.
Use the numbering convention
1.Use the customer number
Have Dynamics 365 set the customer number in the format A12345, where 12345 is the customer's number.
2.Set the project number
Have Dynamics 365 set the project number in the format P12345-##.
3.Enter the order number
Enter the order number in the format O12345-##.
4.Enter the case number
Assign the case a sequential number in the format SAK-XXXXX.
5.Use revision numbers on internal documents
Number internal documents using the revision number set in SharePoint.
Separate main project from subproject
6.Use the main project number only for portfolio status
Let P12345 be the main project—it is not created in CRM, but is used only in reports and Project to show portfolio status.
7.Log hours on the subproject
Use P12345-01 as the subproject, and record hours here if the project does not use assignments in Xledger.
8.Create an actual project using assignments
When an assignment in Xledger needs to be replaced, create a new actual project number in the format P12345-0101 and record the hours there.
Discussion
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