Procedures
You can convert keys immediately or schedule conversions to run at a later time.
Related Topics
- Schedule Key Conversions
Deltek recommends that you not run key conversions during processing. You can schedule key conversions to run via the process server, off hours. - Enable Phases and Tasks
Use the Enable Phases/Tasks utility to enable phases on a project with no phases, or to enable tasks on a phase with no tasks. - Disable Phases or Tasks
Use the Disable Phases/Tasks utility to disable tasks on a phase, or to disable phases on a project. - Convert Account Keys
Use the Account Key Conversion utility to change an account number or to close out (consolidate) account number data into a single account number. - Convert Bank Code Keys
Use the Bank Code Key Conversion utility to change a bank code or to close out (consolidate) bank code data into a single bank code. - Convert
Client Keys
Use the Client Key Conversion utility to merge existing duplicate client records. To change a client number, use the Client Info Center. - Convert Contact Keys
Use the Contact Key Conversion utility to merge existing duplicate contact records. To change a contact name, use the Contact Info Center. - Convert Employee Keys
Use the Employee Key Conversion utility to change an employee number or to close out (consolidate) employee number data into a single employee number. - Convert
Project Keys
Use the Project Key Conversion utility to change a project number or to combine/close out project data into a single project. - Convert Phase Keys
Use the Phase Key Conversion utility to change, move, or combine phase number data into a single phase number. - Convert Task Keys
Use the Task Key Conversion utility to change, move, or combine task number data into a single task number. - Convert
Organization Codes for
Projects, Phases, or Tasks
Use the Projects' Organization Key Conversion utility to change the organization of projects, phases, or tasks. - Convert Discount Code Keys
Use the Discount Code Key Conversion utility to change a discount code or to close out (consolidate) discount code data into a single discount code. - Convert Labor Code Keys
Use the Labor Code Key Conversion utility to change a labor code or to close out (consolidate) labor code data into a single labor code. - Convert Organization Subcode Keys
If your company uses multiple organization levels, you can use the Organization Subcodes Key Conversion utility to change the individual portion of an organization. - Convert Withholding Code Keys
Use the Withholding Codes Key Conversion utility to change a withholding code or to close out (consolidate) withholding code data into a single withholding code. - Convert Liability Code Keys
Use the Liability Code Key Conversion utility to change a liability code or to close out (consolidate) liability code data into a single liability code. - Convert Contribution Codes Keys
Use the Contribution Codes Key Conversion utility to change a contribution code or to close out (consolidate) contribution code data into a single contribution code. - Convert Accrual Codes Keys
Use the Accrual Codes Key Conversion utility to change an accrual code or to close out (consolidate) accrual code data into a single accrual code. - Convert Organization Keys
Use the Organizations Key Conversion utility to change an organization code or to close out (consolidate) organization code data into a single organization code. - Convert Tax Code Keys
Use the Tax Code Key Conversion utility to change a tax code's code or to combine (consolidate) an existing tax code with another existing tax code. - Convert Unit Keys
Use the Unit Key Conversion utility to change a unit number or to close out (consolidate) unit number data into a single unit number. - Convert
Vendor Keys
Use the Vendor Key Conversion utility to change a vendor code or to close out (consolidate) vendor code data into a single vendor code. - Convert Generic Resources Keys
Use the Generic Resources Key Conversion utility to change a generic resource. You can also change the labor category or labor code after you assign a generic resource to a project plan.
Parent Topic: Key Conversions Overview