Change a Code Format

Activity required : None
Plug-in required : Any

Epic uses codes to differentiate objects such as:

employees
estimates
projects
purchase items
tasks

However the codes Epic uses by default may not match your working practices. To help with this Epic comes with various alternative formats for each code. There is always a 'manual' option so that codes can be entered by the user. To change the format for a particular code open your user preferences and select 'System Settings / Code Generation'. The options available are displayed:

Note that existing codes are not affected - only codes generated from now on.

If Epic does not offer the code format you require you have two options:

use the manual ('user entered') option available for all codes;
have a custom code generator developed for you - including a custom code generator is a simple as installing a custom plug-in.