Procedures

You can change key formats immediately or schedule the key format changes to complete at a later time.

Related topics:

  • Schedule Key Format Conversions
    Deltek recommends that you not change key formats during processing. You can schedule key format conversions to run via the process server, off hours.
  • Convert Account Number Formats
    Use the Key Convert Account Format utility to reformat the length, delimiter, or delimiter position for your account numbers.
  • Convert Client Number Formats
    Use the Key Convert Client Format utility to reformat the length, delimiter, or delimiter position for your client numbers.
  • Convert Employee Number Formats
    Use the Key Convert Employee Format utility to reformat the length, delimiter, or delimiter position for your employee numbers.
  • Create Organization Levels and Specify Label Formats
    Use the Organization Key Format utility to create the number of organization levels your firm uses, specify the delimiter for the organization code, and specify the length of the organization label.
  • Convert Project Number Formats
    Use the Key Convert Project Format utility to reformat the length, delimiter, or delimiter position for your project numbers.
  • Convert Phase Number Formats
    Use the Key Convert Phase Format utility to reformat the length, delimiter, or delimiter position for your phases.
  • Convert Reference Number Formats
    Use the Reference Numbers Key Format utility to determine the length of your reference numbers.
  • Convert Task Number Formats
    Use the Key Convert Task Format utility to reformat the length, delimiter, or delimiter position for your task numbers.
  • Convert Unit Number Formats
    Use the Key Convert Unit Format utility to reformat the length, delimiter, or delimiter position for your unit numbers.
  • Convert Vendor Number Formats
    Use the Vendor Key Format utility to reformat the length, delimiter, and/or delimiter position for your vendor numbers.
Parent Topic: Key Formats Overview