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When an incident is converted into a project or a project task, data is carried forward with the incident to the new project. If the contact or assigned resource is not a team member of the project, data does not carry forward. Effort data is not carried forward to the project or project task during conversion.
When you convert an incident into a project or project task, you cannot link back to the incident from the project or project task. A link exists only from the incident to the converted project or project task.
The data moved over to the project or project task is defined in the following table:
|
Incident Data Field |
Project Data Field |
Project Task Field |
|---|---|---|
|
Short Description |
Project Name |
Name |
|
Tracking ID |
Project ID |
ID |
|
Status |
Status (Unapproved) |
Status (Not Started) |
|
Detailed Description |
Description |
N/A |
|
Assigned Project Manager |
Manager |
N/A |
|
Start date |
Start Date |
Start (date) |
|
Expected End date |
Finish Date |
Finish (date) |
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