Closing Out Projects with Tasks

You cannot close out a project with tasks into a project without tasks. If the receiving project and the project you are closing have different task structures, you cannot close the project. Also, you cannot close out individual tasks. When you close a project, Vision closes all of its tasks.

When you close a project that has tasks into another project that has tasks, Vision maintains data by task number. If a task number from the closing project does not exist in the receiving project, Vision creates it.

Assume the following data exists:

Closing Project: 92014.00 Tasks for Closing Project: 001, 002, 003, 004, 005
Receiving Project: 92016.00 Tasks for Receiving Project: 002, 004, 006, 008

When you close project 92014.00 into project 92016.00, Vision maintains the following data for project 92016.00:

Project 92016.00

Tasks

001 — contains data from task 001 of the closed project

002 — contains data from task 002 of the closed and the receiving project

003 — contains data from task 003 of the closed project

004 — contains data from task 004 of the closed and the receiving project

005 — contains data from task 005 of the closed project

006 — contains data from task 006 of the receiving project

008 — contains data from task 008 of the receiving project