Create a numbering scheme

As a Fusion Manage Extension administrator, you can set up item numbering schemes for your organization. This enables team members to assign item numbers that match existing formats that may already be in use in your organization. Schemes are categorized by type, and include a default scheme for each type (for example, Component or Drawing). There is also a system scheme called Mapped (System) that allows you to enter your own item number in the Properties dialog. To learn more, read Assign an existing item number.

Before you start:

• You must be working in a Fusion Manage Extension hub.
• You must be an administrator for that hub.
• Once a scheme is created, it cannot be modified or deleted. For this reason, you should make sure your parameters and settings are correct before you finish adding the scheme.

Create a numbering scheme

1. In the upper right corner of the Fusion web client window, click your profile and select Admin.

2. Click the Numbering tab.

3. Click Add Scheme.

   

4. In the Add Scheme dialog, enter information for the new scheme.

   • Name: The name people will see when choosing this scheme; for example, Drawing.

   • Text: Use these two boxes to enter a prefix and suffix for the scheme; for example DRW.

   • Delimiter: Use these two boxes to select a character for separating segments of the scheme.

   • Sequence: Numerical starting point for the scheme; for example a single digit like 1, or a padded value like 001.

   • Object Type: Select the type of object this scheme will be used for; for example, select Drawing if you are creating a scheme that you specifically want to use for drawings.

   • Active: Makes the scheme available when generating item numbers.

     Deselecting this can be useful if the scheme wasn't created properly or is no longer in use, since schemes can't be edited or deleted.

   • Default: Makes this the default scheme when generating item numbers.

5. Click Add.