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Convert a Project

With the appropriate permission, you can convert a Project to any other type of Project, Improvement, Task, or Incident (if the Incident module is enabled for your organization).

 

Who can convert a Project?

 

What happens when I convert a Project?

  • It will be in the "New" status.

  • Any dates that no longer apply will be removed.

  • If an Attribute type exists on both the original and the new type, it will be carried over. Otherwise, it will be discarded.

  • You can specify which information is copied into which fields - see below for more information.

  • The title, comments, files, links, and nested Charts and Tasks will all be left unchanged.

  • If you’re converting a Project to an Improvement:

    • Any nested Projects and Improvements will be un-nested.

    • You will be given the option of making the team Collaborators.

  • You will become a Facilitator.

 

How do I convert a Project?

Open the Project you want to convert, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-10-06_1648.png in the resulting drop-down menu.

Convert.jpg

 

In the resulting window:

  • Enter the new type to which you want to convert this Project in the "Convert To" field. NOTE: You must have permission to create that type.

  • Under the "Select how you would like to map the fields" heading, you'll see a list of each of the fields on included on this Project type's template.

    Alongside each field's name is a drop-down menu containing a list of each of the fields included on the new type you specified above. Pick the new field to which you want the information included in each existing field mapped.

    If you map multiple fields to the same target field, all the information from each of those fields will be copied into the new field separated by a blank line.

  • Click 2018-04-16_1522.png.

 

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