Combine Records Tab of the Phases Form (Key Conversions)

Use this tab to combine phase records.

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The relevant data associated with the phase records that are combined using this tab are automatically updated across all applicable applications in Vantagepoint.

Note the following:

• If you have the Resource Planning module, any schedule dependencies on the existing phase, as well as any dependencies on associated tasks or labor codes, are removed when you click Run or Schedule to combine phases.
• If you combine phase records when the Include in Fees checkbox 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 checkbox 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 checkbox has been cleared. Once you have completed the allocations, you can reselect the checkbox.

Before you combine phases, 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 available only 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 in which you are combining phases, the phases cannot be combined.
• If the associated project or projects use revenue forecasts, Vantagepoint uses the combined revenue forecast data for the phase and, if necessary, expands the revenue forecast dates to encompass the dates from both the Existing Phase and the New Phase. In addition, the revenue forecast dates are expanded for the parent project level.
• If the project associated with Existing Phase uses revenue forecasts and the project associated with New Phase does not, Vantagepoint eliminates the revenue forecast data from the existing phase when the phases are combined.
• If the project associated with Existing Phase does not use revenue forecasts and the project associated with New Phase does, Vantagepoint uses the revenue forecast data from the new phase when the phases are combined.

Field	Description
Run	Click this option to combine the phase records entered in the Combine Records grid. Combining phase records is not allowed for phases with projects that are associated with: different companies different currencies different stored currency in revenue forecasts 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.

Combining Records Grid Column

Field	Description
Existing Project	Select a project record in the drop-down with the phase to be combined into the selected phase in the New Phase column.
Existing Project Name	This field displays the project name of the selected project record in the Existing Project column.
Existing Phase	Select a phase record in the drop-down to be combined into the selected phase record in the New Phase column. The relevant data from the selected phase record in this column is merged into the selected phase record in the New Phase column. If this phase has any schedule dependencies, they are removed along with any dependencies on associated tasks or labor codes when the phases are combined.
Existing Phase Name	This field displays the name of the selected phase in the Existing Phase column.
New Project	Select the project record with the phase to be merged into.
New Project Name	This field displays the project name of the selected project record in the New Project column.
New Phase	Select the phase record that becomes the new merged phase record. Phases displayed in the drop-down list of this column are based on the available phases of the selected project in the New Project column. Data from the selected phase record in the Existing Phase column is transferred to the selected phase record in this column. If this phase has any schedule dependencies, they are maintained when the phases are combined. Any associated task or labor code schedule dependencies are also retained. If the selected project in the New Project column does not have an existing phase, then the selected phase from the Existing Phase column is moved to the selected project in the New Project column instead of merging.
New Phase Name	This field displays the name of the selected phase in the New Phase column.

Combining Records Grid Options

Field	Description
+ Add Project	Click this option to add a new blank row in the grid. Add more rows to combine other phase records.
X	Click this icon at the end of a row to delete the row.