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Unique Identifier


Ann
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Afternoon All

Hope you are all safe and well.  Please would it be possible to advise if it is possible to have a unique identifier with the projects in Project Manager as we do within Service Manager?  For example in service manager an incident would have a reference of IN00123456, would we be able to have something similar for Projects, maybe PM00123456.  Thank you.

Kind Regards

Ann

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@Ann thanks for your post.

Each project does have it's own unique id. You can find it up here in the url bar:

Screen Shot 2020-10-27 at 17.10.13.png

If you want to give each project it's own unique reference that is specific to your company, such as PM00123456, I would suggest adding a custom field to all projects and calling it something like 'Reference':

Screen Shot 2020-10-27 at 17.13.33.png

Alex

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Morning Alex

Hope you are well.  Thank you for the above information, however is it possible to automatically generate the reference as it does in Service Manager for incidents and service requests please in order that people will be able to enter the reference within the search facility?  Thank you.

Kind Regards

Ann

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Hi Alex

It is not an external reference field we are requiring.  In service Manager if an incident is raised a unique reference is automatically given to the incident and the customer is then able to call our service desk or relevant team and quote the reference who will then be able to enter the reference and pull up the incident.  Are we able to have it so that if someone creates a project it is given a unique reference that anyone is able to enter into Hornbill to see the details?  Apologies if I am mis-understandingThank you.

Kind Regards

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