Key Convert Phases Form

Use the Key Convert Phases form to change, move, or combine phase number data in Vision.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Key Conversions > Phases.

Contents

Field Description
Combine Existing Phases

Select this option if you want to consolidate existing phases. Vision allows you to enter an existing project number in the New Project field.

Before you combine phases, it is important to consider if the projects have associated plans. See the Combining or Moving Projects, Phases, or Tasks online help topics for additional information.

Project Select the project number(s) you want to change by performing one of the following actions:
  • Click Insert to insert a new row in which you can use the Project lookup to select one project number.
  • Click Lookup/Insert to display the Project lookup, where you can select one, more than one, or all project numbers.
Phase Select the phase number(s) you want to change by performing one of the following actions:
  • Click Insert to insert a new row in which you can use the Phase lookup to select one phase number.
  • Click Lookup/Insert to display the Phase lookup, where you can select one, more than one, or all phase numbers.
Name Displays the name of the project. Click this field to go to the Project Info Center, where you can modify phase data.
New Project Enter an existing project number if the Combine Existing Phases option is selected.

Enter a new project number if the Combine Existing Phases option is cleared.

Phase Select the new phase.