Create TTWeb Val data - Usually only run once at initial setup but may be used to refresh TTWeb data at need.
Contact CLI Support for assistance before running this utility.
Purge Old Data - Used to remove old unwanted data under strict rules to maintain database integrity,
data in the following categories may be purged.
Inactive Client & Projects
Notes & Text
Budgets & Schedules
Tasks (TrakDate only)
Purge Unposted transactions - Allows bulk purge of unposted data or bulk resetting of control date on unposted items
to correct a data entry error.
Recalcuate Work - Provides the ability to adjust the value of WIP, Non-Chargeable Work, and Budgets after a rate change
has been implemented by the firm.
ID Change/Transfer - Provide the ability to make a global change to a unique key for the following record types.
Client or Project ID
Allocate Write Up/Down - Provides the ability to redistribute a previous write up/down allocation by the following categories.
By specific transaction
By Primary Work Code
By Secondary Work Code
Convert Nonbillable Work - Provides the ability to change work originally entered as nonbillable to a billable work code.
Reset Ticklers - Provides the ability reset the date on annual ticker records.
TrakDate utilities are available to licensed TrakDate users only.
Generate Default Task - automatically create task based on a task group designation
Reset Task Due Dates - make bulk changes to task due dates and extension dates
Next Year's Tasks - automatically generate task for the next year based on the current year task