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. Also, any custom attributes on the Incident object do not convert to identical custom attributes on the project or task.
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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