Combine Records Tab of the Tasks Form (Key Conversions)

Use this tab to combine task records.

Action Bar

The relevant data associated with the task 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 dependencies on the existing task, as well as those on any associated labor codes, are removed when you click Run or Schedule to combine task records.
• If you combine task 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 tasks, 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 tasks, the tasks 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 the Existing Task and the New Task. In addition, the revenue forecast dates are expanded for the parent phase and project level.
• If the project associated with Existing Task uses revenue forecasts and the project associated with New Task does not, Vantagepoint eliminates the revenue forecast data from the existing task when the tasks are combined.
• If the project associated with Existing Task does not use revenue forecasts and the project associated with New Task does, Vantagepoint uses the revenue forecast data from the new task when the tasks are combined.

Field	Description
Run	Click this option to combine the task records entered in the Combine Records grid. Combining task records is not allowed for tasks with projects that are associated with: different companies different currencies different stored currencies 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 task to be combined into the selected task in the New Task 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 with the task to be combined into the selected task record in the New Task column.
Existing Phase Name	This field displays the name of the selected phase in the Existing Phase column.
Existing Task	Select the task to be combined into the selected task in the New Task column. If this task has any dependencies, they are removed along with any dependencies on associated labor codes when the task records are combined.
Existing Task Name	This field displays the name of the selected task in the Existing Task column.
New Project	Select the project record with the task 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 with the task to be merged into. Phases displayed in the drop-down of this column are based on the available phases of the selected project in the New Project column.
New Phase Name	This field displays the name of the selected phase in the New Phase column.
New Task	Select the task that becomes the merged task record. Tasks displayed in the drop-down list of this column are based on the available tasks of the selected phase in the New Phase column. Data from the selected task record in the Existing Task column is transferred to the selected task record in this column. If this task has any dependencies, they are maintained when the task records are combined. If the selected phase in the New Phase column does not have an existing task, then the selected task from the Existing Task column is moved to the selected phase in the New Phase column instead of merging.
New Task Name	This field displays the name of the selected task in the New Task 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 task records.
X	Click this icon at the end or a row to delete the row.