Convert Project Keys

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:

  1. From the Vision Navigation menu, click Utilities > Key Conversions > Projects.
  2. Complete the fields on the Key Convert Projects form.
  3. 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.