Deltek Vantagepoint Help

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Change the Project Number of a Project

To change an existing project number, use the Key Conversions utility for projects. Changing the project number in this utility updates the project record in the Projects hub, as well as any associated details and transactions.

Prerequisites:

If you are making a key conversion project number change for a project that is synced to PIM, make sure to verify your PIM connection first. On the Setup tab in Utilities > Integrations > PIM, you must select the Enable Sync to PIM and the relevant Projects hub and charge type checkboxes. When you finish, click Test Connection to verify that you can connect from Vantagepoint to PIM. Otherwise, the key conversion project number change does not sync to PIM.

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 an existing project number:

  1. In the Navigation pane, select Utilities > Key Conversions > Projects.
  2. On the Change Number tab of the Projects form, click + Add Project below the grid.
  3. In the Existing Project column in the new row, enter or select the existing project number.
  4. In the New Project column, enter the new project number.
  5. To change other project numbers, 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.

When you run this utility, the sync between Vantagepoint and PIM is maintained. The utility changes both the project number in Vantagepoint and the corresponding project number in PIM.

For more information, see After You Implement PIM Integration.