Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Combine Projects

To combine existing projects, use the Key Conversions utility for projects.

You cannot combine project records that:
  • Are associated with different companies.
  • Are associated with different currencies.
  • Have different work breakdown structures. For example, if one project has phases and the other project does not, you cannot combine them.
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.

If you have the Resource Planning module, any dependencies on the existing project will be 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.

To combine projects:

  1. In the Navigation pane, select Utilities > Key Conversions > Projects.
  2. On the Combine Records 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.
    Any schedule dependencies on this project are removed when the projects are combined.
  4. In the New Project column, enter or select the project 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.
  5. To specify other projects to combine, repeat steps 3 and 4.
  6. 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.