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.

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

When you combine project numbers, DPS:

• Combines budgets and data in the project financials tables.
• Deletes billing terms and invoice detail (you cannot reprint old invoices).
• Updates the accounts receivable paid period to the most recent period.
• Combines plan data for the projects.

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

Prerequisite: Back up your DPS database.

To change or combine project numbers:

1. On the 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 information on the Schedule dialog box.