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Similar number to refer a proposal and its corresponding project in 7.1.0

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vamsee_1
Regular Collector

Similar number to refer a proposal and its corresponding project in 7.1.0

Hi,

We are currently working on 7.1.0 version and have tried to implement the Proposal - project kind of an approach for the governance process.

Just wanted to know if we could have a similar reference number for a proposal and a project say - P31093 for proposal and its corresponding project be called R31093 which would be a real lot easier for anybody to keep a track of all their proposals and projects. One number less to remember :)

Appreciate your comments on this thought and any ideas of implementing it.
1 REPLY
Aravinth
Super Collector

Re: Similar number to refer a proposal and its corresponding project in 7.1.0

Hi Vamsee,

This is a standard one from most users.Unfortunately the tool does not have this functionality.
Solution that we devised:
A new field in the proposal request which would be available for entry by the user till the end of the proposal. This field is then carried forward to the Project and locked down. We have some good reports based on this field so that users can generate reports for both proposals and projects.
Negatives: The OOTB portlets/reports will still be 2 separate lines one for proposal and the other for project.
Other than this I dont see any workaround.

Hope that helps.
Regards,
Aravinth
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