Start with the evidence
Choose the project identifier used by the team and document any customer-facing equivalent. Keep it stable while the title or contact person changes.
Work through the example
Project PR-024 appears on the agreement, invoice note and workshop receipt index. The shared reference helps retrieval, while each source still retains its own separate document number.
Make the next step clear
Check the reference when new records are added and investigate mismatches. Avoid replacing document identifiers with the project code; they answer different tracing questions.
Keep the source context
These guides are practical organizational examples for service and project teams. They do not promise a particular time-tracking, approval or project-management feature in Eftheia. Use the tools and controls actually available to your team.
01Keep the source02Check the context03Choose the next step