Configure Auto Numbering Defaults for Budget Transfers

Unique IDs are required for objects in the application. The IDs are automatically generated based on the default values set for prefix, starting number, and increment. You can use the defaults set in the application or enter values that represent your numbering system. Setting these at the workspace level will apply the defaults to all projects or programs within the workspace. Defaults can be updated at the project or program level.

To set the auto numbering defaults:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Defaults & Options, and then select Budget Transfers.
4. On the Defaults & Options: Budget Transfers page, select the Defaults tab.
5. In the Auto Numbering section, define the auto numbering default values.
6. Select Save.

This setting is used in the following apps: