Overview
Information on how to convert a ticket request into a Project within Enterprise Service Management (ESM).
Warning
If a ticket is converted into a project, the original ticket will no longer be available. The following data will be permanently lost:
- Custom ticket attributes
- Entries for this ticket in My Work
- Alerts
- Ticket tasks
Existing ticket schedules and resources will be converted over. The person who converts the ticket to a project will be added to the project as the manager, even if they are not on the originating ticket.
What materials do I need?
- Internet
- Web Browser
- TDWorkManagement Access
- ESM Project application access
How do I use this technology?
- Open the Ticket.
- Click Actions button.
- Click Convert To Project.
- In the Select Client Portal Application click a option.
Tip
It does not matter which client portal application is selected.
- In the New Project window enter the following fields
- Project Name
- Type
Important
Once a project type is selected, additional fields will be displayed, some required and some optional. These are fields are usually associated with project charter related information.
- Start Date
- End Date
- Optional
- Time & Expenses
- Total Estimated Hours
- Expenses Budget
- Advanced
- Select appropriate Project Template if applicable
- Confirm Sponsor
- Confirm Service
- Set Portfolio(s)
- Set Program(s)
- Set Classification
- Set Priority
- Leave Status as new
- Leave Health as None
- At the top of the window, click Save.
- The ticket window will close and the newly created project tab will be displayed.
Need additional help or have issues
For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.
For immediate assistance please review the Contact Us page for the appropriate support group.