Learn how to configure a unique external ID system for your Precisely projects
Precisely allows you to configure a custom external ID system for your organization's projects, giving each project a unique ID consisting of an alphabetic prefix followed by a numerical identifier.
What is a unique external ID used for?
Setting up a unique external ID for projects allows for a smooth transition to Precisely from other matter or project management systems. It ensures that there are no conflicts between IDs of your Precisely projects and those created in your previously used systems. Once it's set up, the external ID system reference can be used when configuring metadata in templates and can also be used in template titles. Learn more about using references to automatically generate project titles here.
How do I configure a unique external ID system for my organization's projects?
To use external IDs for projects, an Admin user can simply:
- Go to the Organization settings page
- Locate the Project external ID setting at the bottom of the page
- Click the Configure button
4. Choose an alphabetic Prefix that will be added to each unique ID generated for your projects
5. Choose a numerical Starting ID that will determine where the ID numbering begins
6. Click Save.
Note: This is a one-time setup, and the Prefix and Starting ID cannot be changed once they are saved.
