Convert a Request to a Project

A Custom Action that creates a new project from an Enhancement Request and links the Request to the new project.

Specification: Integration Apps

Categories: IT, Marketing, Professional Services

Capabilities: Process Automation

About This App

A Custom Action that creates a new project from an Enhancement Request and links the request to the new project.

The user provides:

  • name (automatically set to request name)
  • template (optional)
  • manager
  • start date
  • portfolio (optional)

Upon creation of the project, the request is linked to the new project.

Custom Actions

Entity Action Name
Request Convert a request to a project