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Auto-Generate ProjectID in Portfolio Server 2007

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You can have Project Portfolio Server 2007 auto-generate a ProjectID for you. To do so:

  1. Click Settings | Organization Management | Organization Settings
  2. Pick your organization and then click Edit
  3. In the Organization Template Code you enter the template codes for how you want the number generated using the following codes:
    {D} - current day (1,2...31)
    {DD} - current day on 2 characters (01,02...31)
    {MM} - current month {1,2,...12)
    {MMM} - current month abbreviation {"Jan","Feb",...)
    {YY} - current year on 2 characters; e.g. 04 represents 2004
    {YYYY} - current year on 4 characters; e.g. 2004
    {ORG} - Organization Code
    {N} - the project number; if the template uses {ORG}, then the project number is the current number per project created in ORGANIZATION; otherwise it's per Account
    {Nx} where x = 2, 3, 4 - the project number on 'x' characters; if the template uses ORG, then the project number is the current number per project created in ORGANIZATION; otherwise it's per Account
  4. Click the “Use Organization Template For ProjectID check box
  5. Click Update

For example, the entry below will generate a code that has the 4 digit year and then a sequential number (2009-1, 2009-2, 2009-500, etc)

image

 

But that is not quite it. At this point the system will auto-generate your ProjectID but the field will still be editable so users could overwrite the auto-generated number. A quick change to the Project.aspx will fix that right up.

  1. Navigate to C:\Inetpub\wwwroot\PortfolioServer\Default\
  2. Make a copy of Project.aspx named Project_OLD.aspx or something to that effect. This will be your backup.
  3. Out of the box the Project.aspx file contains the following line:
    <cell position="1" attribute="PROJECTID" label="ProjectID" mandatory="yes"/>
    Edit this line so that it looks like this:
    <cell position="1" attribute="PROJECTID" label="ProjectID" readonly="true" mandatory="yes"/>
  4. Save the file

Now the system will auto-generate your ProjectID but the user will not be able to overwrite it.

Comments

  • Anonymous
    January 01, 2003
    Sorry for the late reply but  YES.

  • Anonymous
    November 03, 2009
    Will the project # (Nx) return to 1 for each new year? i.e. {ORG}-{YYYY}-{N3} returns CC1-2009-048 when the project is created in 2009, but could a new project created in 2010 result in: CC1-2010-001 appreciate your help Kim