Deltek Vantagepoint Help

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Move a Phase to Another Project

To move a phase in one project record to another project record, use the Key Conversion utility for phases.

You cannot move phase records if the projects are associated with different companies or different currencies.
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.

Note the following:

  • If you have the Resource Planning module, any dependency relationships outside the existing phase (and any associated dependencies on tasks or labor codes) are removed when you click Run or Schedule to move phases to a new project. However, if the existing phase has child tasks and associated labor codes with self-contained dependencies, those dependencies are retained and moved to the new project as well.
  • If you move phase 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 move phases, 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 only available 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 you are moving a phase from and to, the phase cannot be moved.
  • If the both projects use revenue forecasts, Vantagepoint moves the revenue forecast data for the Existing Phase under the new project. If necessary, the forecast dates are expanded to include the forecast dates from the Existing Phase. In addition, the revenue forecast dates are expanded for the parent project level.
  • If the project associated with Existing Phase uses revenue forecasts and the project associated with New Phase does not, Vantagepoint eliminates the revenue forecast data from the Existing Phase when it is moved.
  • If the project associated with Existing Phase does not use revenue forecasts and the new project does, Vantagepoint retains the new project's revenue forecast data when the phase is moved.

To move a phase to another project:

  1. In the Navigation pane, select Utilities > Key Conversions > Phases.
  2. On the Change Number tab of the Phases form, click + Add Project below the grid.
  3. To specify the phase to be moved, complete the following actions:
    1. In the Existing Project column in the new row, enter or select the project record that is associated with the phase to be moved.
      The existing phases available for selection update, based on this project.
    2. In the Existing Phase column, enter or select the phase record to be moved.
  4. In the New Project column, enter or select a project.
    Enter the new number for the phase in the New Phase column.
  5. To specify other phase records to move, repeat steps 3 and 4.
  6. Select one of the following actions:
    • To move the phase now, click Run.
    • To schedule the move to happen at a later time, click Schedule and complete the fields on the Schedule dialog box.