To combine organization records, use the Key Conversions utility for organizations.
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 combine organizations:
-
In the Navigation pane, select
.
-
On the Combine Records tab of the Organizations form, click
+ Add Organization below the grid.
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In the
Existing Organization Number column in the new row, enter or select the existing organization.
-
In the
New Organization Number column, enter or select the new organization to combine with the existing one.
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To specify other organizations to combine, repeat steps 3 and 4.
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Select one of the following actions:
- To run the conversion now, click
Run.
- To schedule the conversion to run at a later time, or on a recurring basis, click
Schedule and complete the fields on the Schedule dialog box. The conversion takes effect after the process is completed.
Other applications that use the affected records are updated automatically.