Deltek Vantagepoint Help

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Combine Records Tab of the Projects Form (Key Conversions)

Use this tab to combine project records.

Action Bar

The affected data that are associated with the project records that are combined using this tab are automatically updated across all applicable applications in Vantagepoint.

Before you combine projects, consider the following when Use Revenue Forecasts is selected as the allocation method for either or both of the projects on the Estimated Fee tab of the Contract Management form. (This option is only available if you have the Resource Planning module.)
  • If you are using multiple currencies and the currency associated with the Currency to Store selection differs between the projects, they cannot be combined.
  • If both projects use revenue forecasts, Vantagepoint uses the combined revenue forecast data and, if necessary, expands the revenue forecast dates to encompass the dates from both projects.
  • If the project defined under Existing Project uses revenue forecasts and the project defined under New Project does not, Vantagepoint eliminates the revenue forecast data from the existing project when the projects are combined.
  • If the project defined under Existing Project does not use revenue forecasts and the project defined under New Project does, Vantagepoint uses the revenue forecast data from the new project when the projects are combined.
Field Description
Run Click this option to combine the project records entered in the Combine Records grid. Combining project records is not allowed for projects that:
  • are associated with different companies
  • are associated with different currencies
  • use different stored currencies in revenue forecasts
  • contain different work breakdown structures
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.
Schedule Click this option to display the Schedule dialog box, on which you can configure options to schedule the conversion process of the utility.

Combining Records Grid Column

Field Description
Existing Project Select a project record in the drop-down to be combined into the selected project record in the New Project column. The relevant data from the selected project record in this column is merged into the selected project record in the New Project column.
Existing Project Name This field displays the project name of the selected project record in the Existing Project column.
New Project Select the project record that becomes the new merged project record. Data from the selected project record in the Existing Project column is transferred to or combined with data already on the selected project record in this column.
New Project Name This field displays the project name of the selected project record in the New Project column.

Combining Records Grid Options

Field Description
+ Add Project Click this option to add a new blank row in the grid. Add more rows to combine other project records.
X Click this icon at the end of a row to delete the row.