How and Where do I set up Nomenclature/Prefix for project Transmittals?

Purpose:

To establish a consistent, standardized numbering sequence and prefix system for tracking all Transmittal documents across a project lifecycle.  

Step-by-Step Instructions:

1. Navigate to Number Configurations
   
   

   • Go to Settings > Project Configuration.
     
     

   • Click on the Configure Numbers tab.
     
     

2. Locate Transmittal Customization
   
   

   • On the configuration screen, locate the Transmittal number input box (positioned alongside other feature settings like RFI and Change Orders).
     
     

3. Define Your Prefix
   
   

   • Type your desired custom organizational nomenclature or project code prefix directly into the field (e.g., Transmittal/ or your company-specific abbreviation).
     
     
     
     

4. Apply and Deploy
   
   

   • Click the Save button at the bottom of the page. All further Transmittals generated in this project will automatically inherit this prefix combined with a system-driven sequential index number.
     
     

   • Example: For the prefix, "HousingProject/", Transmittals will be generated as "HousingProject/1","HousingProject/2", "HousingProject/3" etc.
     
     

Tips and Practices:

• Standardization: Ensure your prefix aligns with your organization's document control protocols so that external stakeholders can easily reference records.
  
  
• Consistency: Changing the nomenclature midway through an active project won't overwrite existing historical Transmittal IDs, but it's best practice to finalize this setting at the project kick-off phase.