Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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Move a Task to Another Phase on the Same Project or to Another Project

To move a task from one phase on a project to another or to another project, use the Key Conversion utility for tasks.

You cannot move a task record if:
  • The projects are associated with different companies
  • The projects are associated with different currencies
Warning: Deltek strongly recommends that you create a backup copy of your database before running the utility. There is no way to undo this process without a backup database.

Note that if you move task records when the Include in Fees check box is selected for contracts for a project on the Contract tab of the Contract Management form, Vantagepoint may, in some cases, need to clear this check box for one or more contracts so that you can reallocate contract amounts for WBS elements in the Contract Details grid. In those cases, a message displays when you make this change to notify you that the check box has been cleared. Once you have completed the allocations, you can reselect the check box.

Before you move tasks, 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 you are moving a task from and to, the task cannot be moved.
  • If both projects use revenue forecasts, Vantagepoint moves the revenue forecast data for the existing task under the new project and phase. If necessary, the forecast dates are expanded to encompass the dates from the Existing Task. In addition, the revenue forecast dates are expanded for the parent phase and project level.
  • If the project associated with Existing Task uses revenue forecasts and the project associated with New Task does not, Vantagepoint eliminates the revenue forecast data from the existing task when it is moved.
  • If the project associated with Existing Task does not use revenue forecasts and the new project does, Vantagepoint retains the existing new project's revenue forecast data when the task is moved.

To move a task to another phase on the same project or to a new project:

  1. In the Navigation pane, select Utilities > Key Conversions > Tasks.
  2. On the Change Number tab of the Tasks form, click + Add Project below the grid.
  3. To specify the task to be moved, complete the following actions:
    1. In the Existing Project column in the new row, enter or select the project record that is associated with the task to be moved.
      The existing phases available for selection update, based on this project.
    2. In the Existing Phase column, enter or select the phase record that is associated with the task to be moved.
    3. In the Existing Task column, enter or select the task record to be moved.
  4. To specify the project and phase to which the task is moved, complete the following actions:
    1. In the New Project column, enter the same Existing Project if you want to move the task to a different phase or select another project to move the task to a different project.
    2. In the New Phase column, enter or select a phase.
    3. In the New Task column, enter the number for the new task.
  5. To specify other task records to move, repeat steps 3 and 4.
  6. Select one of the following actions:
    • To move the task now, click Run.
    • To schedule the move to happen at a later time, click Schedule and complete the fields on the Schedule dialog box.