Convert Phase Keys

Use the Phase Key Conversion utility to change, move, or combine phase number data into a single phase number.

Before you change, move, or combine phases, it is important to consider if the projects have associated plans.

When you combine phase numbers, DPS:

• Combines budgets and data in the project financials tables.
• Deletes the billing terms and invoice data (if this is the last phase for a project).
• Deletes the billing terms and invoice data when you convert a project to a phase on another project.
• Combines plan data for the phases.

In addition to changing, moving, or combining data between two existing phases, you can use the Project Closeout Utility to set up a new phase number in which to close out phase numbers that are no longer in use. See the Project Closeout Utility for additional information.

Prerequisite: Back up your DPS database.

To change, move, or combine phase numbers:

1. On the Navigation menu, click Utilities > Key Conversions > Phases.
2. Complete the fields on the Key Convert Phases form.
3. If you are combining existing phases, select the Combine existing Phases 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 information on the Schedule dialog box.