Convert Task Keys

Use the Task Key Conversion utility to change, move, or combine task number data into a single task number.

Prerequisite: Back up your Vision database.

Before you change, move, or combine tasks, it is important to consider if the projects have associated plans. See the Combining or Moving Projects, Phases, or Tasks online help topics for additional information.

When you combine task numbers, Vision:

• Consolidates budgets and data in the project financials table.
• Deletes the billing terms and invoice data (if this is the last task for a project).
• Deletes the billing terms and invoice data when you convert a phase to a task on another project.

In addition to changing, moving, or combining data between two existing tasks, you can use the Project Closeout Utility to set up a new task number in which to close out task numbers that are no longer in use. See the Project Closeout Utility for additional information.

Prerequisite: Back up your Vision database.

To change, move, or combine task numbers, complete the following steps:

1. From the Vision Navigation menu, click Utilities > Key Conversions > Tasks.
2. Complete the fields on the Key Convert Tasks form.
3. If you are combining existing tasks, select the Combine existing Tasks checkbox.

   For more information on combining tasks, see the related conceptual topics in the Combining or Moving Projects, Phases, or Tasks conceptual online help topics.

4. Select one of the following actions:

   Option	Description
   To save the conversion to run later	Click Save.
   To run the conversion now	Click Run.
   To schedule the conversion to run on a regular basis via the process server	Click Schedule and complete the Schedule dialog box.