How to Manage Incidents › Convert Unplanned Incidents into Planned Project Work › Convert Incidents into Projects

Convert Incidents into Projects

If you get a notification from an IT worker to convert an incident to a project task, use the notification to link to the incident. How you are notified depends on your personal notification settings.

Follow these steps:

1. Open Home, and from Demand Management, click Incidents.

   The list page appears.

2. Click Assigned To Me.
3. Select the check box next to the incident, and click Convert to Project.

   The select conversion type page appears.

4. To convert the incident into a new project, select Project.
5. (Optional) To convert the incident into a new project based on a project template, select Project from Template and click Next. Select a project template.
6. Click Next.

   The create page appears. Details from the incident page, like the name of the project, manager, start and finish dates are replicated on the project page.

7. Complete the remaining fields on the page.

   For more information, see the Project Management User Guide.

8. Save the changes.

   Note: If more work is required to resolve the incident, the IT project staff can reopen the incident.