How to add a past project from 2018 by not affecting the project code row of 2019?
Hi,
I want to add some missing projects from 2018 for more accurate statistical reports but when I add a new project, it is listed with the code starting with 2019. I want it to be listed as 2018. Although I select the starting and ending dates of the project as 2018, this affects the project row of 2019. Is it possible to change the automatically created project codes?
Also, when we delete a project, its code disappears. I mean, if I delete the project coded 2019/52 and I want to create another project with the same code, I cannot do that. The new project I create is coded as 2019/53. Can someone also help me about these issues?
Thanks in advance.
Burcu Demirörs
Answer
The "Project Code" can be modified in Configuration/Templates/Numbering Schemes. If you create a project in 2019, the project ID will also have 2019 no matter how you change the dates in the project itself. In essence the ID never can be changed after the project has been created. This is a Good Thing.
The latter part in the ID comes from a running counter, so you just cannot create two projects with the same number.
Just asking: Why do you want to create reports depending on the project ID? Why not just use the dates in the project in the first place?
First of all, we wanted to see how many projects we received in 2018 and there were some missing projects on TMS and we wanted to add them, too, but they were IDed starting with 2019. We wanted to avoid that but as far as I understand, that cannot be changed.
Also, I didn't mean creating two projects with the same ID but the thing is that: We created a project in 2019 and deleted it for some reason, and then, we wanted to create a new project with the same ID code of the deleted project but after deleting that project, that ID went away with it. The new project that we created started with the next ID code. As in the example I gave, we deleted the project 2019/52 and we wanted to create a new project with the same ID but the new project was IDed 2019/53. I would expect the system to give the ID 2019/52 to the new project as that ID is blank now.
We will create the reports according to the dates, too, no problem. I just wanted to learn about the above-given issues.
Thanks again.
As the ID number comes from a counter, it will not appear again when you delete a project. There are no "blank" or "used" ID numbers. You can of course reset the counter to a previous number but that is an extremely bad idea.
Hi HeliCo
I agree with Jussi, it's technically possible to revert the counter to a value of the deleted project, but that really is a bad idea. You can put yourself in more trouble than it's all worth.
Regarding the reporting, counting the number of projects etc. None of the Reports in XTRF relay on the project ID, it's all on dates. The date when the project was added, started or delivered. The easiest way to know how many projects you've had last year is to run a report with a filter that would show you only the projects started (or delivered) last year.
This way You can fill in the missing projects with a date in last year and those will be included in the report, regardless of their ID number.
Hi Jussi and Marek,
Thanks a lot for replying at light speed. Ok, then, we will go on as recommended.
Have a nice day today!
Customer support service by UserEcho
The "Project Code" can be modified in Configuration/Templates/Numbering Schemes. If you create a project in 2019, the project ID will also have 2019 no matter how you change the dates in the project itself. In essence the ID never can be changed after the project has been created. This is a Good Thing.
The latter part in the ID comes from a running counter, so you just cannot create two projects with the same number.
Just asking: Why do you want to create reports depending on the project ID? Why not just use the dates in the project in the first place?