Combine Projects

To combine existing projects, use the Key Conversions utility for projects.

You cannot combine project records that are:
  • Are associated with different companies
  • Are associated with different currencies
  • Contain phases and tasks
Warning: Deltek strongly recommends that you create a backup copy of your database before running the utility. There is no way to undo this process without a backup database.

To combine projects:

  1. In the Navigation pane, select Utilities > Key Conversions > Projects.
  2. On the Combine Records tab of the Projects form, click + Add Project below the grid.
  3. In the Existing Project column in the new row, enter or select the existing project.
  4. In the New Project column, enter or select the new project to combine with the existing one.
  5. To specify other projects to combine, repeat steps 3 and 4.
  6. Select one of the following actions:
    • To run the conversion now, click Run.
    • To schedule the conversion to run at a later time, or on a recurring basis, click Schedule and complete the fields on the Schedule dialog box. The conversion takes effect after the process is completed.
    All details are combined in the new record. Other applications that use the affected records are updated automatically.