You can access the Project Number Format setting in the Control Panel to define the numbering format for projects, and external and internal change orders.

To access the Project Number Format setting, click the following icon.

This will open the following form.

You will need to add the project naming blocks under the Project tab. You can add as many naming blocks as you would like to.

To add a naming block:

1/ Click the first row and define the following:

a/ Type - Choose Field or Text for the Block Type.

b/ Value - Choose from a list of SI fields when your Block Type is Field.

You can select from a wide range of SI fields such as Project Name, Client Name, Client Number, and even Project Custom.

c/ Length - Type in the length of the string you want to pull from the "Value" column.

2/ Repeat Step 1 as many times as the number of blocks you want in the number format.

3/ To reorder the blocks, use the Move Up button and the Move Down button.

Don't save it yet, as you have to specify the separator and number settings.

Here, you can choose the separator, number of digits, and the start number for your project number format.

The separator list has four available options: hyphen, colon, slash, or dot. However, you can type in any character or set it to blank (no separator).

4/ Click Save.

You will need to add the change order naming blocks under the Change Order tab. You can add as many naming blocks as you would like to.

Refer to the section above on defining project number format for more details.

The following settings are the preferences for numbering change orders and project revisions.

You can maintain separate numbers for external and internal change orders. This allows for continuity of numbering when presenting change orders to your client.

Selecting the "Maintain separate numbering..." setting will rename the Change Order tab to "External Change Order" and create another tab, "Internal Change Order."

This allows you to define the number format for internal change orders.

When approving a project, you can set the revision number to blank. This helps maintain accurate linear numbering if you often reprint Proposal reports after the project has been approved.

You will need to add the internal change order naming blocks under the Internal Change Order tab. You can add as many naming blocks as you would like to.

The end-to-end process of defining the number format for change orders, both internal and external, is identical.

Refer to the section above on defining the change order number format for more details.

Example 1: The following are the settings.

With the company name specified as D-Tools under the Company Information settings and some assumed project names, the Project numbers of the first two projects are D-Tools/JANE'S CAFE/00001 and D-Tools/GILBERT'S STORE/00002.

Example 2: The following are the settings.

With the text as GVL (the company name) and some assumed project names, the Project numbers of the first two projects are GVL-JANE'S CAFE-0100 and GVL-GILBERT'S STORE-0101.

Example 3: The following are the settings.

With the assumed client names Sam Baker and John Doe, the Project numbers of the first two projects are SAM001 and JOH002.