Convert Phase Keys

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

Before you change, move, or combine phases, it is important to consider if the projects have associated plans. See the Concepts section of the online help additional information.

When you combine phase numbers, Vision:

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

In addition to changing, moving, or combining data between two existing phases, you can use the Project Closeout Utility to set up a new phase number in which to close out phase 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 phase numbers:

1. From the Vision Navigation menu, click Utilities > Key Conversions > Phases.
2. Complete the fields on the Key Convert Phases form.
3. If you are combining existing phases, select the Combine existing Phases check box.
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.