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

Convert Unplanned Incidents into Planned Project Work

Incident scope can reach a point that requires management as a project or project task. The IT worker assigned to the incident flags the incident for conversion and assigns it to a project manager. Depending on the personal notification settings of the project manager, a notification to convert the incident to a project or task is sent.

Converting an incident or work request into a project or project task converts unplanned work into planned work. When incidents become planned work, they are converted into either projects or project tasks.

Follow these steps:

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

   The list page appears.

2. Click the incident short description to open the incident.

   The properties page appears.

3. Select the Flagged for Conversion check box.
4. Select a project manager in the Assigned Project Manager field.
5. Save the changes. You can close the incident.
6. As the project manager who is assigned to the incident, convert the incident into a project or project task:
   1. Convert Incidents into Projects.
   2. Convert Incidents into Project Tasks.
7. Track projects and project tasks associated with the incident. Once an incident is converted, use the Incident Associations page.