Change the Organization of Projects, Phases, or Tasks

To change the organization of projects, phases, or tasks, use the Key Conversions utility.

You can make this change for all posted transactions, for future transactions, or for all transactions since a specific accounting period.

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 the organization for projects, phases, or tasks:

1. On the Navigation pane, select Utilities > Key Conversions > Projects' Organization.
2. On the Projects' Organization form, fill in the Transaction Date and/or Diary field if the fields are displayed.
3. Click +Add Project's Organization to add a new row in the Combining Records grid.
4. In the Project column in the new row in the grid, enter or select the project.
5. In the Phase column, enter or select the phase.
6. In the Task column, enter or select the task.
7. In the New Organization column, enter or select the new organization into which data is transferred from the existing project, phase, and task that you identified.
8. 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.