BlueCielo Meridian GCF/Project Portal 2017 Administrator's Guide

Mapping document numbers

By default, the value of the Number property in new documents created in Project Portal (for example, new contractor documents) is automatically assigned by that system.

To use the Meridian Enterprise document numbers in Project Portal instead:

1. Map the GCFKRONODOCNUMBER property to the custom Meridian Enterprise property that contains the Meridian Enterprise-generated number as described in Mapping optional system properties.
2. Disable document numbering in the workspace in Project Portal. The option can be found at Advanced settings -> Document and folder properties -> Document numbering. For more information about this option, see the BlueCielo Project Portal Administrator's Guide.

When configured this way, the documents will not have a value in the Number property in Project Portal until after their ownership has been transferred to Meridian Enterprise and they have been synchronized with the vault. Then they will show the Meridian Enterprise document number.

Tip    If you want to show both numbers in Project Portal, consider leaving the Number property automatically assigned by Project Portal and mapping the Meridian Enterprise document number to the Project Portal Document Number property as described in Mapping document properties. Alternatively, Document Number can be used for the contractor's document number assigned manually.