Customize Project Numbers

When you set up a project, SQUAVA will automatically assign a project number.  If you have ever wished you could customize or change the project number, this Help Article will show you how!  Follow the outlined steps below to get started! 

Quick Summary of Step-by-Step Guide: 

Customize When Adding New Project:

1. Click the 'Mega Menu' tab→ 'Projects' sub-tab
2. Click the green 'New Project' button 
3. In the 'Project Details' section in the 'Project Number' field, make the desired customization
4. Finish the remaining project details and proceed as usual to set up your project.  

Customize Existing Project Number:

1. Click on the 'Mega Menu' tab→ 'Projects' sub-tab
2. Click on the desired project name
3. Click the 'Details' tab
4. Click the 'Edit' button
5. In the 'Project Details' section in the 'Project Number' field, make the desired customization
6. Click 'Save' when finished
   
   NOTE: Changes can only be made to an existing project number if there haven't been any finalized invoices yet made for the project. 

In-Depth Step-by-Step Guide: 

Customize When Adding New Project:

1. When you first set up a project, SQUAVA will automatically assign a project number for you.  However, you can customize the project number if you would like.  To begin, let's set up a project.  Click on the 'Mega Menu' tab, followed by the 'Projects' sub-tab. 
   
   
2.  Click on the 'New Project' button.
   
   
3.  A new window will appear for you to enter the basic details for your new project.  In the Project number field, you will see your automatically assigned project number.  To change this, simply click in the field and enter what you would like your project number to be (any combination of letters and or numbers is acceptable).              
   
   
   
   
4. Finish entering in the remaining details and click 'Save' or 'Add Budget' to continue setting up your project.  If you are unsure how to finish setting up your project, check out our Help Article: Adding Projects to finish the remaining steps.  
   
   NOTE:  If you happen to enter a customized project number that already exists, SQUAVA will notify you of the duplicate project number and will not let you proceed.  

Customize Existing Project Number: 
NOTE: If you have already set up a project and need to customize the existing project number, as long as you haven't finalized any invoices for the project, you will still be able to make your desired changes.   

1. Start by clicking on the 'Mega Menu' tab, followed by the 'Projects' sub-tab. 
   
   
2. Click on the desired project from your list of projects. 
   
   
3. It'll automatically take you to your budget summary.  Click on the 'Details' tab since we want to edit the details related to the project.
   
   
   
   
   
4. Now, click on the 'Edit' button. 
   
   
   
   
5. A new window will appear where you can edit the project number along with any other details you may need to edit.  In the 'Project Number' field, go ahead and enter in your desired project number (a combination of letters is also acceptable).  Click 'Save' when finished. 
   
   
   
   NOTE: If you happen to enter a customized project number that already exists, SQUAVA will notify you of the duplicate project number and will not let you proceed.
   
   
   
   

SUCCESS!!!

• You have now learned how to customize your project numbers! 
• If you have other questions, please browse through our Knowledge Base for other Help Articles. 
• Can't find what you're looking for?  Give us a call, send us a chat, or submit a request ticket.