Convert Project Number Formats

Use the Key Convert Project Format utility to reformat the length, delimiter, or delimiter position for your project numbers.

When you install Ajera CRM, the default work breakdown structure (WBS) has only the project level (WBS 1 level). Use this utility to change the default settings for that level to meet the needs of your firm.

If you want to have the option to use the phase level (WBS 2 level) or the phase and task levels (WBS 2 and 3 levels, use the key format conversion utilities for phases and tasks to specify the format information for those levels.

Prerequisite: Back up your Ajera CRM database.

To reformat project numbers:

1. From the Ajera CRM Navigation menu, click Utilities > Key Formats > Projects.
2. Complete the fields on the Key Convert Project Format form.
3. Review the Sample Value field to see the format as it will be after the key format conversion is run.
4. Click Run.