Contents of the Key Convert Projects Form

Select the projects to combine or change.

Field Description
Combine Existing Projects Select this option if you want to combine existing projects. Vision allows you to enter an existing project number in the New Project field.

Before you combine projects, it is important to consider if the projects have associated plans.

When you combine records that contain one or more attached documents, all documents from both records are attached to the new record.

Project Select the project numbers that you want to change by performing one of the following actions:
  • Click Insert to insert a new row in which you can use the Project lookup to select one project number.
  • Click Lookup/Insert to display the Project lookup, where you can select one, more than one, or all project numbers.
Name This field displays the name of the project. Click this field to go to the Project Info Center, where you can modify project data.
New Project Enter an existing project number if the Combine Existing Projects option is selected.

Enter a new project number if the Combine Existing Projects option is cleared.