Frequently Asked Questions About Projects

When should I override workflow settings in my projects?
For maintenance purposes, project overrides to workflows should be kept to a minimum. Overrides can be beneficial, however, when all of your projects are assigned to a single workflow. This enables you to establish a solid process that you can tailor as needed.
How do I set unique Item IDs?
You can use the sequence options on the General tab to set the numbering options for items in projects. Options are:
- Unique Item IDs for your entire system
  Select the Use Parent Project's Sequence Number for all projects in your system. This ensures that number sequencing is inherited from the Base Project and that all Item IDs will be unique.
- Unique Item IDs for a set of projects
  Clear the Use Parent Project's Sequence Number check box for a parent project, but select it for child projects. This ensures unique IDs for the parent and child projects.
- Different Item IDs for all projects
  While some level of unique Item IDs optimizes SBM's reporting and search capabilities, you can set different numbering sequences for each project if this meets your organization's needs. To do so, clear the Use Parent Project's Sequence Number check box for each project, including child projects.
For each option described, you can define the starting number for item IDs and set the number of filled zeros. For details, refer to Workflow and Sequencing Options.
How can I prevent users from submitting items into a project?
You have two options:
- Select the Disallow Submits option on the General page when you add or edit a project. This keeps the project available for searching and reporting, but prevents new items from being added to the project.
- Remove the "Submit New Items" privilege for roles, users, and groups for a particular project. This also enables you to allow some users to submit new items, but not others.
How can I limit the list of projects users see without deleting the projects?
You have two options:
- To reduce the number of projects in the Submit tree, select the Disallow Submissions option on the General page for the projects.
- To remove a project from all end-user views, remove all project privileges assigned to roles, users, and groups. The removes the project from the Submit tree, search features, and reports.