Key Convert Tasks Form

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

Location

To display the form, complete the following step:

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

Contents

Field Description
Combine Existing Tasks Select this option if you want to consolidate existing tasks. Vision allows you to enter an existing project number in the New Project field.

Before you combine tasks, 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 that you want to change.
Phase Select the phase that you want to change.
Task Select the task that you want to change.
Name This field displays the name of the project. Click this field to go to the Project Info Center, where you can modify project data.
New Project

Enter an existing project number if the Combine Existing Tasks option is selected.

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

Phase Select the new phase.
Task Select the new task.