Manage Asset Transformation Rules

Edit or Create a Conversion Template

When you edit or create a template the definition screen above it displayed. To define asset transformation rules, click the Other tab.

Define Asset Transformation Rules

By default, each asset type is set up to be ignored, which means that nothing will happen when a project is converted from source to target. Other options include the ability to copy, move, or reference the asset.

When an asset type is moved, the asset is removed from the source project and added to the target project.

When an asset type is copied, the asset remains on the source project and a copy is added to the target project.

When an asset type is referenced, the asset remains on the source project and a reference link to the asset is added to the target project.

Not every type has every the options:

  • Documents - Ignore, Reference, Move, Copy
  • Status Reports - Ignore, Move
  • Measures - Ignore, Move, Copy
  • Issues & Discussions - Ignore, Move
  • Risks - Ignore, Move, Copy
  • Action Items - Ignore, Move, Copy

In addition for issues, risks, and action items you may select how the owners are managed by either leaving them unchanged, or by changing the owner to the owner of the target project or items.

Set Additional Options

Some asset types have additional setting to control how the operation is performed.

Documents

  • Include top-level documents means documents associated with the root work of source. 
  • Include lower-level documents means documents associated with all non-root work of source.
  • Name matching:   When employed,  source documents replace target documents having the same name, should there be one.  When no matching document exists, or matching is not requested, they’re simply added as completely new target documents.

The possible name matching options depend on other selections and on the types of the projects

  • Replace matching top-level documents means that top-level source documents that match top-level target documents replace the top-level target documents that they match.
  • Replace matching  document deliverables (top-level, and only when the target is gated) means that top-level source documents that match target document deliverables are checked in as new versions of those document deliverables. 
  • Replace matching document deliverables (lower level, and only when both source and target are gated):  This means that each document deliverable in the source that matches a document deliverable in the target is checked in as a new version of the target's document deliverable.

Risks & Action Items

These asset types allow you select open, closed, or both types of items for the conversion.

Save or cancel

Once all the settings are in place, do not forget to save the changes by pressing the save button. Cancel will leave the page without saving the changes.

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