Mapping Business Case Data to Projects

Set expectations and save time, at the same time 🏄

Overview 📄

Data that is saved in a Business Case can be automatically imported to associated Projects. This is done through the mapping interface where you can pick and choose which data you want to pull across to the new project.

Prerequisites ✅

The same fields and/or tables you wish to copy from the Business Case form, must exist in the Project form (otherwise they won't be able to recognize each other)
Creating a Project must be permitted at the current stage of the Business Case

Tip: If the option isn't available check with your admin about this Scope setting for the corresponding Business Case workflow.

Steps 📎

1. Click the Action menu (three dots) > Create Associated Record

2. Follow the creation wizard steps to choose your template and fill out Title, Description, and Owner(s)

3. If the forms have overlap in fields or tables they will be listed in the Copy Your Data menu

4. Search for specific fields or tables using the search bar or scroll through the list and click to select

Note:

Click the check box next to the Copy Data header to copy all available data at once to save yourself some time.

5. When you're ready, click the Create button to create the project with the selected data. You'll get a confirmation of what data was copied:
6. Click Open to view and start adding to the project or click Create Another to get started on another associated record.