Convert a Project Request to a Project

Overview

Once a project request has been approved within the Enterprise Service Management (ESM) system it must be converted into a project before staffing can be assigned, and work can begin.

How do I use this technology?

1. Open the project request, click Business Case.
2. Click Actions.
3. Click Staff.
4. In the dialog window which opens, complete the following:
   • Make this project active - This is selected by default, it can be toggled as desired.
     Tip

     Marking the project as active does not mean that project execution has started.
   • Start Date - Set the date to the projected date the project is expected to begin. By default the initial value will be copied from the project request.
   • End Date - Set the date to the projected date the project is expected to be completed by. By default the initial value will be copied from the project request.
   • Status - In general it is strongly recommend to leave the value as New.
   • Health - In general it is recommend to leave the project's health as None, unless the project is already actively in process.
   • Portfolio(s) - Optional, select an appropriate portfolio the project should be associated with.
   • Program(s) - Optional, select an appropriate program the project should be associated with.
   • Project Template - Optional, select an appropriate template to be used as a starting point.
5. Click Next.
6. In the Manager field select the person who will be the primary project manager for the project.
   Important

   The screen will also inform you that project request resources will be automatically removed from the project during the conversion
7. Click Next.
8. A Project Created Successfully will be displayed.
9. Close the project dialog window.

Next Steps

• Add Resource to a Project

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.