Convert Phase Number Formats

To reformat the length, delimiter, or delimiter position for your phases, use the Key Format utility for phase numbers.

When you install Vantagepoint, the default work breakdown structure (WBS) has only the project level (WBS 1 level). If you also want the option to use the phase level (WBS 2 level), use this utility to specify the phase number length and other format information.

If you activate the phase level and later decide that you want to deactivate it system-wide, contact Deltek Customer Care for guidance. The process for removing a WBS level can be complicated and labor intensive.

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.

To reformat phases:

1. In the Navigation pane, select Utilities > Key Formats > Phases.
2. On the Phase Number Format form, for the Display Leading Zeros option, select Yes to automatically add leading zeros to the phase number when you enter an incomplete number in any Phase field.
3. In the Field Length field, enter the phase number length.
   The Add/Remove Length From option displays.
4. In the Add/Remove Length From option, select Left or Right to identify where you want to add or remove characters from the phase number.
5. In the Delimiter Symbol field, enter the delimiter, such as a comma or period, for your phase numbers.
6. If you specify a delimiter symbol, use the Delimiter Position field to specify the symbol's position in the phase number.
7. Review the value in the Sample Value field to see the format as it will be after the key format utility is run.
8. Click Run.