Convert Phase Keys
Use the Phase Key Conversion utility to change, move, or combine phase number data into a single phase number.
Before you change, move, or combine phases, it is important to consider if the projects have associated plans.
When you combine
phase numbers,
DPS:
- Combines budgets and data in the project financials tables.
- Deletes the billing terms and invoice data (if this is the last phase for a project).
- Deletes the billing terms and invoice data when you convert a project to a phase on another project.
- Combines plan data for the phases.
In addition to changing, moving, or combining data between two existing phases, you can use the Project Closeout Utility to set up a new phase number in which to close out phase numbers that are no longer in use. See the Project Closeout Utility for additional information.
Prerequisite: Back up your DPS database.
To change, move, or combine phase numbers:
- On the Navigation menu, click .
- Complete the fields on the Key Convert Phases form.
- If you are combining existing phases, select the Combine existing Phases check box.
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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 information on the Schedule dialog box.