Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Disable Phases or Tasks

To collapse the phase or task structure on an existing project record, use the Disable Phases/Tasks utility. The project record is updated in the Projects hub and any associated details and transactions.

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 disable phases or tasks 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 to lower-level WBS elements in the Contract Details grid. In those cases, a message displays when you make this WBS change to notify you that the checkbox has been cleared. Once you have completed the allocations, you can reselect the checkbox.
  • If you disable phases or tasks when Use Revenue Forecasts is selected as the allocation method for a project on the Estimated Fee tab of the Contract Management form, the existing revenue forecast information at the WBS level being removed is moved up to the new lowest level.
  • If you disable phases or tasks, all existing schedule dependencies for the selected level and its child levels are removed.

To disable phases and tasks:

  1. In the Navigation pane, select Utilities > Key Conversions > Disable Phases/Tasks.
  2. On the Disable Phases/Tasks form, click + Add Project to add rows to the grid.
  3. Disable phases, or task levels under phases, following these guidelines:
    To remove this level of the WBS Complete these actions
    Phase and any child tasks In the Existing Project Number column, select a project that has phases.
    Only the phase, without affecting any child tasks In the Existing Project Number column, select a project that has phases with tasks and then leave the Existing Phase Number column blank.
    Only the child tasks under a phase (and continue using the phase level) In the Existing Project Number column, select a project that has phases with tasks and then, in the Existing Phase Number column, select the phase number under which you want to disable tasks.
  4. Select one of the following actions:
    • To disable phases and/or tasks WBS levels for the project now, click Run.
    • To schedule the process to run at a later time, click Schedule and complete the fields in the Schedule dialog box.