How to...

You can convert keys immediately or schedule conversions to run at a later time.

Related topics:

  • Schedule Key Conversions
    Deltek recommends that you not run key conversions during processing. You can schedule key conversions to run via the process server, off hours.
  • Convert Account Keys
    Use the Account Key Conversion utility to change an account number or to close out (consolidate) account number data into a single account number.
  • Convert Client Keys
    Use the Client Key Conversion utility to merge existing duplicate client records. To change a client number, use the Client Info Center.
  • Convert Contact Keys
    Use the Contact Key Conversion utility to merge existing duplicate contact records. To change a contact name, use the Contact Info Center.
  • Convert Employee Keys
    Use the Employee Key Conversion utility to change an employee number or to close out (consolidate) employee number data into a single employee number.
  • 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.
  • Enable Phases and Tasks
    Use the Enable Phases/Tasks utility to enable phases on a project with no phases, or to enable tasks on a phase with no tasks.
  • Disable Phases or Tasks
    Use the Disable Phases/Tasks utility to disable tasks on a phase, or to disable phases on a project.
  • Convert Phase Keys
    Use the Phase Key Conversion utility to change, move, or combine phase number data into a single phase number.
  • Convert Task Keys
    Use the Task Key Conversion utility to change, move, or combine task number data into a single task number.
  • Convert Organization Codes for Projects, Phases, or Tasks
    Use the Projects' Organization Key Conversion utility to change the organization of projects, phases, or tasks.
  • Convert Unit Keys
    Use the Unit Key Conversion utility to change a unit number or to close out (consolidate) unit number data into a single unit number.
  • Convert Vendor Keys
    Use the Vendor Key Conversion utility to change a vendor code or to close out (consolidate) vendor code data into a single vendor code.
Parent Topic: Key Conversions Overview