Phases (Key Conversions)

Use the Key Conversion utility for phases to combine phases in projects, change phase numbers of phase records, or move phases to another project.

You can combine two phases on the same project or across two different projects.

When you combine phase numbers, Vantagepoint:

• Combines budgets and data in the project financial 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.
• Combines revenue forecast data for the phases.

Prerequisite: Back up your Vantagepoint database.

Before you combine phases, consider the following when Use Revenue Forecasts is selected as the allocation method for any associated projects on the Estimated Fee tab of the Contract Management form. (This option is only available if you have the Resource Planning module.)

• If you are using multiple currencies and the currency associated with the Currency to Store selection differs between two projects in which you are combining phases, the phases cannot be combined.
• If the associated project or projects use revenue forecasts, Vantagepoint uses the combined revenue forecast data for the phase and, if necessary, expands the revenue forecast dates to encompass the dates from both the Existing Phase and the New Phase. In addition, the revenue forecast dates are expanded for the parent project level.
• If the project associated with Existing Phase uses revenue forecasts and the project associated with New Phase does not, Vantagepoint eliminates the revenue forecast data from the existing phase when the phases are combined.
• If the project associated with Existing Phase does not use revenue forecasts and the project associated with New Phase does, Vantagepoint uses the revenue forecast data from the new phase when the phases are combined.

Combine Phases

You can combine two phases on the same project or across two different projects within the same company that uses the same currency. Use the Combine Records tab of the Phases form to select the existing project with the phase record to be combined into the new phase record.

Move a Phase to Another Project

You can use the Change Number tab to move a phase to another project.

Change the Phase Number of a Phase Record and Keep in on the Same Project

You can update the phase number of a phase record in the Change Number tab of the Phases form, but keep it on the same project.