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Settings: Location/Project Numbers

Often a project or location code is used for identification within the subscribers company. It is also possible that a subscribers customer will use these codes.

  • If your company uses a unique code to identify a location, it is recommended that you use these settings…
Location Number Setting

In the menu at the top of main screen, click “SYSTEM > SYSTEM SETTINGS”. The screen which appears should look like the image above. Check “Use location numbers…”

locationNumber01

Once this is done, you will have to restart SiteFusion. A box will appear on your location screens which will allow you to enter your codes in front of the location names. Your codes will also be available to make reports and will be listed in the results of the Location/Project screen.

 

  • If your customers use a location code to track their assets, and you are required to use these codes when reporting, issuing invoices, ect., it is recommended that you use these settings…

 

Project Number Setting

In the menu at the top of main screen, click “SYSTEM > SYSTEM SETTINGS”. The screen which appears should look like the image above. Check “Use project numbers…”

Project Number Illustration

Once this is done, you will have to restart SiteFusion. A box will appear when displaying a project which will allow you to enter your customers codes in front of the project names. These codes will also be available to make reports and will be listed in the results of the Location/Project screen.

 

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