Change Number Tab of the Phases Form (Key Conversions)

Use this tab to change the phase number of a phase record and either keep it on the same project or move it to a new project.

Actions Bar

Phase records that are modified using this tab are automatically updated across all applicable applications in Vantagepoint.

If you have the Resource Planning module, any schedule dependencies on the existing phase, as well as any schedule dependencies on associated tasks or labor codes, are removed when you click Run or Schedule to move phases to a new project.

If you change a phase number but do not move it to another project, any existing schedule dependencies for the phase are retained after the process is run.

Field Description
Run Click this option to change the phase numbers for the selected phase records in the grid.
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.

Schedule Click this option to display the Schedule dialog box, on which you can configure options to schedule the conversion process of the utility.

Change Number Grid Columns

Field Description
Existing Project Select a project record from the drop-down with the phase record that needs to be modified.
Existing Project Name This field displays the name of the selected project record in the Existing Project column.
Existing Phase Select the phase record with the phase number to be modified. Phases in this drop-down are based on the selected project in the Existing Project column.
Existing Phase Name This field displays the name of the selected phase in the Existing Phase column.
New Project If you want to keep the phase on the same project, select the same project record displayed in the Existing Project field.

If you want to move the phase to a different project, select a project record from the drop-down. It should not match the Existing Project field's project.

New Phase Enter the new phase number to be associated with the selected phase record in the Existing Phase column.

Change Number Grid Options

Field Description
+ Add Project Click this option below the grid to add a blank row in the grid. Use the blank row to select or enter the project and phase information in the respective columns. Add more blank rows to change the phase number of more phase records.
X Click this icon at the end of a row to delete the row.