Deltek Vantagepoint Help

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

To change the task number of an existing task record, use the Key Conversion utility for tasks. Changing the task number in this utility updates the task record in the Projects hub, as well as any associated details and transactions.

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 change the task number of a task record:

  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 existing task to be renumbered, 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 renumbered.
      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 renumbered.
      The existing tasks available for selection update, based on this phase.
    3. In the Existing Task column, enter or select the existing task to be renumbered.
  4. To specify the new task number, complete the following actions:
    1. In the New Project column, select the same project shown in Existing Project.
    2. In the New Phase column, select the same phase shown in Existing Phase.
    3. In the New Task column, enter the new number for the task.
  5. To renumber other tasks, repeat steps 3 and 4.
  6. Select one of the following actions:
    • To make the change immediately, click Run.
    • To schedule the change process to run at a later time, click Schedule and complete the fields on the Schedule dialog box. The change takes effect after the process is completed.
    Other applications, and any transactions that reference the affected records, are updated automatically.
If you change a task number but do not move it to another phase or project and phase, any existing schedule dependencies for the task and associated labor codes are retained after the process is run.