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Convert Ideas into Projects Using Project Templates

Converting an idea into a project using a project template, transfers certain properties, such as the budget data, to the idea. The properties so transferred to the idea supersedes the properties from the project template. Once you convert the idea into a project, you can modify the project properties.

Only an idea with an "Approved" status can be converted.

Follow these steps:

1. Open the idea.
2. Click Convert.

   The select investment type page appears.

3. Select Project from Template.
4. Click Next.

   The select template page appears.

5. Select the template.
6. Click Next.

   The create page appears.

7. Complete the fields on the page, and save.

   See the Project Management User Guide for more information.