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

Contents of the Disable Phases and Tasks Form (Key Conversions)

Disable phases and tasks on this form.

Action Bar

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.
Field Description
Run Click this option to disable the selected phases and/or tasks that are in the fields of the form.
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.

Schedule Click this option to display the Schedule dialog box, on which you can configure options that schedules when the disabling the phases and/or tasks that are in the fields of the form is processed.

Grid Columns

Field Description
Existing Project Number Use this field to select the project number of the project which contains WBS phase levels and/or WBS task levels under phases that you no longer want to use. Note that projects that do not use the WBS2 phase level are not shown in the search list or available in this utility since the level is already not in use.
Existing Name Project Name This field displays the name of the selected project based on the Existing Project Number field.
Existing Phase Number This field activates when you select a project in the Existing Project Number field that uses the phase number and contains at least one phase with child level WBS3 task records.
  • Enter a value in this field to continue using the phase number but stop using the WBS3 task level under the phase.
  • Leave this field blank to turn off the WBS2 phase level for the project selected in Existing Project Number.

Grid Options

Field Description
+ Add Project Click this option below the grid to add a blank row in the grid. Use the blank row to enter the contribution code information in the respective columns. Add more blank rows to combine more records.
X Click this icon at the end or a row to delete the row.