Promoting a business case to a project

A business case review is complete when you complete all the tasks in the review lifecycle. The review results indicate if the business case is approved or rejected. If a business case is approved, you can then promote the business case to one or more new projects.

A user with ITBM Project Management Office permission or a user who is the project manager for the business case can promote a business case to a project. While a user with ITBM Project Management Office permission can promote any business case, users with ITBM Project User permission can only promote business case for which they are project managers.

To promote the business case to a new project,

provides a Promote option in the Project Details window. This option is visible once all approvers approve a project.

When you promote a business case to a project, the software uses a copy of the following data from a business case to create a new project:

• Scope
• Stakeholder
• High level benefits
• Budgetary estimate
• Expected value

• Attachments 

  Warning

  Note

  You can add attachments to tasks such as High Level Benefits or Budgetary Estimate in a business case lifecycle. However when you promote a business case to a project, the software copies all attachments under the Attachments tab in the Project Details window.

  To promote a business case to a project

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