Convert Project Keys

Use the Project Key Conversion utility to change a project number or to combine (close out) project data into a single project.

Prerequisite: Back up your Ajera CRM database.

To change or combineproject numbers, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Utilities > Key Conversions > Projects.
  2. Complete the fields on the Key Convert Projects form.
  3. If you are combining existing projects, select the Combine existing Projects check box.
  4. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the Schedule dialog box.
Parent Topic: Procedures