Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Convert Task Number Formats

To reformat the length, delimiter, or delimiter position for your task numbers, use the Key Format utility for task 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 task level (WBS 3 level), use this utility to specify the task number length and other format information.

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

Warning: If your company uses an on-premises deployment of Vantagepoint, 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.

If your company has an on-premises deployment of Vantagepoint, your company manages your database backup. If your company has a cloud-based deployment of Vantagepoint, coordinate with Deltek about your database backup.

To reformat task numbers:

  1. In the Navigation pane, select Utilities > Key Formats > Tasks.
  2. On the Task Number Format form, for the Display Leading Zeros option, select Yes to automatically add leading zeros to the task number when you enter an incomplete number in any Task field.
  3. In the Field Length field, enter the task 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 task number.
  5. In the Delimiter Symbol field, enter the delimiter, such as a comma or period, for your task numbers.
  6. If you specify a delimiter symbol, use the Delimiter Position field to specify the symbol's position in the task 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.