Key Conversions Overview

Use Key Conversions to change certain Vision numbers or codes in your database to new numbers or codes. The changes that you make with the Key Conversion utility apply to all of the data in your database.

When you run a key conversion, whether by selecting Run or by scheduling the conversion to run on the process server, Vision creates an entry for the conversion on the Posting Log Review report.

  • All key conversions appear on the Posting Log Review with a transaction type of KC.
  • The Comment field on the Posting Log Review displays the type of conversion performed.

Key conversions are available for the Posting log.

Key conversions are not advisable when Connect for Microsoft Outlook is installed. If these records are synchronized with Connect for Microsoft Outlook, then associations with other records may be broken and duplicate records may be created. Generate customization packages after you convert a primary key.

Warning: Deltek strongly recommends that you back up your database before running a key conversion because there is no way to undo an incorrect conversion. Deltek recommends that you use the Key Conversion utility infrequently.

Related Topics:

  • How to...
    You can convert keys immediately or schedule conversions to run at a later time.
  • Fields and Options
    Use the screens for the key conversion utilities to convert existing codes and names.
  • Learn More About...
    When you use the Key Conversion utility to combine or renumber projects, phases, and/or tasks, or move phases and/or tasks, the changes that you make may apply to all of the related data in your database. For this reason, it is important to consider the potential effect on the data before you perform the conversion.
Parent Topic: Utilities Overview