Deltek Vantagepoint Help

Using the Help Search

Contents of the Projects' Organization Form (Key Conversions)

Select the project, phase, or task whose organization you want to change.

Action Bar

Field	Description
Run	Click Run to execute the conversion process of the utility. Warning: We strongly recommend that a backup copy of your database is created before running the utility, because there is no way to undo the process without a backup database.
Schedule	Click Schedule to display the Schedule dialog box where you can configure options to schedule the conversion process of the utility.
Diary	This field displays only if you have set up a diary for the fiscal period or fiscal year in which you are entering transactions in the Diary Auto Numbering Options section of the Transaction Settings form in Settings > Accounting > Transactions. Use this field to select a diary code for the current transaction or for the group of transactions, if you are processing a group of transactions. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up in the Diary Auto Numbering Options section in Transactions Settings that either have the same fiscal period or fiscal year for which you are entering transactions or that have no fiscal period or year entered for them. If you have multiple companies in `Vantagepoint`, the Diary field drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.
Transaction Date	Enter or select the transaction date for the transactions that result from the conversions. This field is only available if `Vantagepoint` is configured to require that transaction dates fall within the current fiscal year or current accounting period. The date you enter must meet that requirement.

Combining Records Grid Columns

Field	Description
Project	Use this field to select the project whose organization you want to change. `Vantagepoint` displays the name of the project, and inserts the current organization for the project, phase, or task in the Existing Organization field.
Project Name	This field displays the name of the selected project in the Project field.
Phase	Use this field to select the phase of the project whose organization you want to change.
Task	Use this field to select the task of the project whose organization you want to change.
Existing Organization	This field displays the organization that is currently associated with the selected project in the Project field.
New Organization	Use this field to select the new organization.
Apply To	Select the transactions for which you want to apply the change. Job-to-Date: Applies the changes to JTD (job-to-date) transactions. This action makes the change in every past period, not just the current period. All Future Transactions: Applies the change to future transactions. All Transactions Since: Applies the change to transactions that were entered on or after the period you select in the adjoining field. This action makes the change in every past period, not just the current period.
Account	This field enables when Job-to-Date or All Transactions Since is selected in the Apply To field. The account is required if you are maintaining separate balance sheets. Select the account that will receive the balance sheet detail during the re-assignment. You can enter an existing balance sheet account. However, Deltek recommends that you set up a new account to use only for this purpose.
Account Name	This field displays the name of the select account in the Account field.

Combining Records Grid Options

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

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Contents of the Projects' Organization Form (Key Conversions)

Select the project, phase, or task whose organization you want to change.

Action Bar

Field	Description
Run	Click Run to execute the conversion process of the utility. Warning: We strongly recommend that a backup copy of your database is created before running the utility, because there is no way to undo the process without a backup database.
Schedule	Click Schedule to display the Schedule dialog box where you can configure options to schedule the conversion process of the utility.
Diary	This field displays only if you have set up a diary for the fiscal period or fiscal year in which you are entering transactions in the Diary Auto Numbering Options section of the Transaction Settings form in Settings > Accounting > Transactions. Use this field to select a diary code for the current transaction or for the group of transactions, if you are processing a group of transactions. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up in the Diary Auto Numbering Options section in Transactions Settings that either have the same fiscal period or fiscal year for which you are entering transactions or that have no fiscal period or year entered for them. If you have multiple companies in `Vantagepoint`, the Diary field drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.
Transaction Date	Enter or select the transaction date for the transactions that result from the conversions. This field is only available if `Vantagepoint` is configured to require that transaction dates fall within the current fiscal year or current accounting period. The date you enter must meet that requirement.

Combining Records Grid Columns

Field	Description
Project	Use this field to select the project whose organization you want to change. `Vantagepoint` displays the name of the project, and inserts the current organization for the project, phase, or task in the Existing Organization field.
Project Name	This field displays the name of the selected project in the Project field.
Phase	Use this field to select the phase of the project whose organization you want to change.
Task	Use this field to select the task of the project whose organization you want to change.
Existing Organization	This field displays the organization that is currently associated with the selected project in the Project field.
New Organization	Use this field to select the new organization.
Apply To	Select the transactions for which you want to apply the change. Job-to-Date: Applies the changes to JTD (job-to-date) transactions. This action makes the change in every past period, not just the current period. All Future Transactions: Applies the change to future transactions. All Transactions Since: Applies the change to transactions that were entered on or after the period you select in the adjoining field. This action makes the change in every past period, not just the current period.
Account	This field enables when Job-to-Date or All Transactions Since is selected in the Apply To field. The account is required if you are maintaining separate balance sheets. Select the account that will receive the balance sheet detail during the re-assignment. You can enter an existing balance sheet account. However, Deltek recommends that you set up a new account to use only for this purpose.
Account Name	This field displays the name of the select account in the Account field.

Combining Records Grid Options

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