If newly created Ideas/KPIs/Concepts do not have an automatic code assigned to them, it may be due to the following reasons:
- no sequences have been created for them
- the sequences created have not been assigned
If no sequencing has been created, follow the steps outlined below:
- Navigate to the Portfolios module and select the Configure icon on the desired site
- Navigate to the Configuration section and select Sequences under General
- Add a new Sequence by filling in the required fields, then click Save (see this article for more details on how to configure sequences: Setting Sequences)
You have now created a new sequence.
Creating a new Idea/KPI sequence does not automatically generate codes. These sequences need to be assigned for codes to be generated upon the creation of an Idea/KPI. To assign sequences, follow the steps outlined below:
- On the portfolio Configuration screen, select Sequence Assignment under General
- Select the sequence to assign to each module from the drop-down list selected, then click Save
The Ideas/KPIs will be assigned an automatic code based on the sequence assigned
Sequence assignment is only applicable to PMO instance users