Use the
Project Key Conversion utility to change a
project number or to close out (consolidate)
project number data into a single
project number.
You can consolidate data between two existing project numbers. Alternatively, you can set up a new project number in which to close out project numbers that are no longer in use.
When you consolidate project numbers, Vision:
- Consolidates budgets and data in the project financials tables.
- Deletes billing terms and invoice detail (you cannot reprint old invoices).
- Updates the accounts receivable paid period to the most recent period.
Prerequisite: Back up your
Vision database.
To change
project numbers, complete the following steps:
-
From the
Vision Navigation menu, click
.
-
Complete the fields on the Key Convert
Projects form.
-
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.
|