Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.
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Steven Spires
commented
We are considering XERO, however we would need XERO Projects to auto generate unique Project Number or ID for each project. Would be nice to know if this feature is in XERO development pipe line?
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Jillian Joyce
commented
We use Job Numbers in our manufacturing system for each job that is run through our manufacturing plant. It would be great if we could use a project number/job number in Xero that we could match up the manufactured jobs to which may enable more automation of processes.
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Bruce Macaulay
commented
Project numbers are so basic I assumed when moving to Xero you would have them. You have invoice and quote numbers, why no project numbers. Looking at the other comments how has this not been done. How dpo you manage projects at xero without a number?
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Eli Lalich
commented
Please add project numbers to this!!!
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Helen Smith
commented
This seems so basic to have a field for the project number. This is another reason why I don't think Xero is for us.
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Julie Clayton
commented
I would prefer to use Xero rather than Sage, but not having a field for project number meanst that it doesn't interface with Coretime in the same way that Sage does. Unfortunately, it means Xero is a no go for us.
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Lincoln Young
commented
Surely this field can be added. It is the most fundamental part of project management. Everything relates to a job number. Purchases, labour and post project referencing.
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Hitesh Jethwa
commented
This is very critical for us including generation of automatic project number sequence.
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Jack Sellen
commented
This feature is crucial for my business to effectively utilize Xero's project functionality. Without it, tracking construction project costs becomes too complex. As a result, I may need to explore alternative software solutions for simpler project cost management
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Steve Collins
commented
It would be fantastic if the field would autogenerate the next number in a sequence as well. Ensuring the numbers are logical and there are no duplicates.
Projects could have been a viable replacement for WorkflowMax, but the lack of this function means it can't be used. I'll have to go elsewhere I think.
You are missing out on new revenue streams Xero!!
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Leah McVeigh
commented
Is anyone ever going to implement this? It's just basic functionality... Add the field already, I'm begging you!
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Paul Tempest
commented
I still can't believe this feature hasn't been actioned by Xero. All we need is a reference field box just so we can add a number or name ourselves. Gotta be the simplest of tasks to put this in
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Marian de Kretser
commented
We do lots of small projects for one client, so identifying each one by a number that we can match to a job folder of work is crucial!
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Gael Beddoes
commented
I have seen lots of discussion mentions about this, and the answer that xero projects is designed to be simple and basic. If it is meant for project tracking then surely a project numbering system is a prerequisite.
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Thomas Holliday
commented
Need this feature added ASAP!!!
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Carla Lee
commented
Projects - More Detail fields required
Ability to assign Project Number, Project Address, Order no and a description/notes field.
The current set up of contact/project name/date and estimate is insufficient
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Ronaldo Correa
commented
Hi There,
Having job numbers is critical to control operations on projects. Same as you already have for invoice and PO's. Would be great to see those on projects too
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Carmen Edwards
commented
Agree with all comments. The ability to sort the project list screen and run reports based on numbers rather than names or contacts would be very helpful.
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Julie Gelder
commented
This would be a great addition. I use project numbers all the time, and it would be great if I could add them in a separate box. It would then make it a lot easer to automate with things like CRM systems such as Zoho.
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Vivienne Eggers
commented
Yes it would be great if there was automatic project/job numbering in a separate field as well as a field for purchase order numbers.