How to Customize your Project ID Numbers

Christie Cox

Created Nov 14, 2023

How to Customize your Project ID Numbers

18
1

Note: Custom Project IDs can be managed by Administrative roles or higher.

2

Click your profile name in the upper right-hand corner.

Click your profile name in the upper right-hand corner.
3

Click on Company Settings.

Click on Company Settings.
4

Select Project Data on the lefthand side.

Select Project Data on the lefthand side.
5

Click on Custom Project ID

Click on Custom Project ID
6

Toggle On to turn on Custom Project IDs for your team. From here you can customize your custom project ID according to your team's preferences.

Toggle On to turn on Custom Project IDs for your team. From here you can customize your custom project ID according to your team's preferences.
7

As you adjust the settings you will notice the updated format at the bottom of the window.

As you adjust the settings you will notice the updated format at the bottom of the window.
8

To edit existing Project IDs, click the "Edit Custom Project ID" tab.

To edit existing Project IDs, click the "Edit Custom Project ID" tab.
9

Here you can search for any project by name and edit the specific ID number.

Here you can search for any project by name and edit the specific ID number.
10

Click on the pencil icon to re-type a new ID number.

Click on the pencil icon to re-type a new ID number.
11

Keep in mind that the updated project ID number will need to match the settings you have set on the previous "Settings" tab.

Keep in mind that the updated project ID number will need to match the settings you have set on the previous "Settings" tab.
12

The newly updated ID number must be unique and this error will populate if an identical one is typed in. This is to protect against duplicate entries.

The newly updated ID number must be unique and this error will populate if an identical one is typed in. This is to protect against duplicate entries.
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