Combine Records Tab of the Projects Form (Key Conversions)

Use this tab to combine project records.

Action Bar

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

If you have the Resource Planning module, any dependencies on the existing project are removed when you click Run or Schedule to combine project records.

Before you combine projects, consider the following when Use Revenue Forecasts is selected as the allocation method for either or both of the 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 the projects, they cannot be combined.
• If both projects use revenue forecasts, Vantagepoint uses the combined revenue forecast data and, if necessary, expands the revenue forecast dates to encompass the dates from both projects.
• If the project defined under Existing Project uses revenue forecasts and the project defined under New Project does not, Vantagepoint eliminates the revenue forecast data from the existing project when the projects are combined.
• If the project defined under Existing Project does not use revenue forecasts and the project defined under New Project does, Vantagepoint uses the revenue forecast data from the new project when the projects are combined.

Field	Description
Run	Click this option to combine the project records entered in the Combine Records grid. Combining project records is not allowed for projects that: are associated with different companies are associated with different currencies use different stored currencies in revenue forecasts contain different work breakdown structures 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 to be combined into the selected project record in the New Project column. The relevant data from the selected project record in this column is merged into the selected project record in the New Project column. Any schedule dependencies on this project are removed when the projects are combined.
Existing Project Name	This field displays the project name of the selected project record in the Existing Project column.
New Project	Select the project record to merge the existing project into. Data from the selected project record in the Existing Project column is transferred to or combined with data already on the selected project record in this column. Any schedule dependencies on this project are retained when the projects are combined.
New Project Name	This field displays the project name of the selected project record in the New Project 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 project records.
X	Click this icon at the end of a row to delete the row.