How do I convert an idea to a project?
Once an idea has been approved, users with the Create Root Work permission can convert it to a project. This article describes how to convert an idea to a project.
1. Click Convert to Project
- On the idea Summary page, click Convert to Project.
2. Choose Work Type
- Choose Work Type from the drop-down box.
- Click Continue.
Note: When creating a basic project or gated project, consult with your manager or PowerSteering Administrator to determine whether you are required to use a template. A work template is a pre-built container that allows you to provide a consistent structure for users to build projects upon.
3. Enter Project Information
- In the Name field, type a name for your project.
- Type a brief description of your project in the Objective field (optional).
- Click the Location in Work Tree drop-down box, select a location for your project within the Work Tree.
- Enter or select additional information as needed.
4. Assign Users to Team Roles
- Click Suggestions or click in the Find field and enter one or more letters of the user's name, then click Go.
- From the results list, drag and drop users onto appropriate roles.
- Click Finish & Create!
See the article How do I assign people to roles? for more information.
4.1. Enter Optional Information (Optional)
- On Step 2, Click Continue.
- On Step 3, enter or select additional information as needed.
- Click Finish & Create!
5. View Project
- View Summary page of newly created project.
0 Comments
Add your comment