Incidents › How Incidents are Converted into Planned 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.

See the Basics User Guide for more information.

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. Do one of the following:
   • To convert the incident into a new project based on a project template:
     • Select Project from Template and click Next.

       The Select Project Template page appears.

     • Select the project template.
   • To convert the incident into a new project, select Project.
5. 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 to the project page.

6. Complete the remaining fields on the page.

   See the Project Management User Guide for more information.

7. Save the changes.

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

More information:

Incident Data Mapping

Change the Incident Status