Overview
Project Managers using the Enterprise Service Management (ESM) system to manage project requests can move requests between ESM project applications. Because many parts of a project request are defined within the application, significant parts of the request may be lost when moving it. It is not recommended to design workflows around routinely moving requests between applications. When thinking about moving a project request consider which parts of the project requests will be lost or modified in the move in order to decide if ongoing requests should be moved into another application, or should be finished where they are. You should also consider whether the project request should be moved before it is converted to a project or after.
Important
This feature will be available in an upcoming update to the Enterprise Service Management (ESM) system. This article should be considered a preview of features to come.
Warning!
In order to move project requests from one project application to another, individuals must meet the following criteria in order to move a project request:
- Person can edit the project request
- The person has access to both project applications and has the View Project Request/Portfolio Planning pages permission in both applications.
- The person has the Move Project Requests permission in the project request's current application.
Alternatively, an Enterprise Service Management ticket can be submitted to request an Enterprise Administrator transfer the project request
Be aware of the following!
Moving a project request between ESM project applications will cause the following data to be permanently lost:
- Benefits
- Goals
- Organizational Risks
- Processes
- Scorecards
- Systems
- Workflow - project request workflows will be removed and the request will be put in the Submitted status
- Resources and related schedules or resource requests for people who are not members of the new application
- Custom Attributes – custom attribute values will be copied into a feed entry on the project request
What materials do I need?
- Internet access
- Web browser
- TDWorkManagement license
- Access to both source and destination Project Applications
How to Move a Project Request
Follow these steps to move a project request form one application to another:
- On the TDWorkManagement project request detail page, click Actions > Move to Application.
- This will only be visible if the project request is editable in TDWorkManagement (i.e. it has been submitted) and the person meets these criteria:
- The person is able to edit the project request (either because they are the Evaluator or they have the Always Edit Requests permission).
- The person is a member of both the current project application and at least one other and has the View Project Request/Portfolio Planning pages permission in both applications.
- The person has the Move Project Requests permission in the current application.
- Select a Type for the moved project.
- Optionally, add a Comment.
- Click Move.
What Happens when a Project Request is Moved?
When a project is moved, associated items on the project request are moved to the new application if possible, but some parts of the project request cannot be moved.
The following data will be permanently lost and the related section will be marked incomplete:
- Benefits
- Goals
- Organizational Risks
- Processes
- Scorecards
- Systems
- Workflow - project request workflows will be removed and the request will be put in the Submitted status
- Resources who do not have permission in the new application
Custom attribute values will be copied into a feed entry.
The project request and its related items will be moved to the new application, including:
- Feed
- Files
- Expenses
- Plans and Tasks
- Resources who have permission to the new application
- Returns
- Risk Register
- Role Forecasts
- Stakeholders
- Time Types
Risk statuses will be matched first by name, then by status class. If no match is available, the default status will be used.
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.