Convert Project Keys

Use the Project Key Conversion utility to change a project number or to combine (close out) project data into a single project.

Prerequisite: Back up your Ajera CRM database.

To change or combineproject numbers:

1. From the Ajera CRM Navigation menu, click Utilities > Key Conversions > Projects.
2. Complete the fields on the Key Convert Projects form.
3. If you are combining existing projects, select the Combine existing Projects check box.
4. 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.