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Where is the Project Reference Number?

Question: Where is the Project Reference Number?

Answer:

The Project Reference number can be found under the Project Details>Overview tab

 

You can also attach a Project’s Reference number to its tasks using a calculated custom field:

1. Navigate to Setup>Custom Forms>Forms;
2. Create a new Task type custom form;
3. Add a calculated field with the following calculation: Project.Reference Number 
4. Save and close the custom form.


Now you can attach this custom form to a task from the Task Details> Custom Forms and the system will automatically pull its project Reference number.

This column is also available to use in Views, Filters and Grouping on Task list

 

See additional info: Reference Numbers & How They Are Generated