Convert Generic Resource Keys

Use the Generic Resources Key Conversion utility to change a generic resource. You can also change the labor category or labor code after you assign a generic resource to a project plan.

Prerequisite: Back up your Vision database.

To change generic resources:

  1. From the Vision Navigation menu, click Utilities > Key Conversions > Generic Resources.
  2. Complete the fields on the Key Convert Generic Resources form.
  3. Select one of the following options:
    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.