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Switching project lifecycle template

When you create a new project in BMC IT Business Management Suite, you select a project template to define the lifecycle phases of your project. In some cases, you might need to move or switch your ongoing project to a new template. BMC Demand and Resource Management includes a feature for switching the project template even after you have already started a project and completed some of the stages or phases of the project.

For example, one of your project uses the default template for your organization with a set number of phases of lifecycle, and you need to categorize this project along with some other projects that use a different template with additional lifecycle phases than the default template. In this case, you can use the template switch feature of BMC Demand and Resource management to switch your project template to match the other projects in your organization.

When you switch a project template, the software automatically detects and displays a mapping of fields between the existing template and the new template that you select.

Warning

Note

You must review the mapping carefully to determine if the fields in the current template map to the intended fields in the template that you plan to switch to. For fields that have a mapping between the existing and new template, the software carries all data corresponding to fields to the new phases of the project. If there is no corresponding match to a field in the new template, the software deletes the data in that field.

To switch project lifecycle template

  1. In the Projects window, click on the Switch Template icon.
  2. In the Switch Template window, select the current template of the project that you need to switch.
  3. In the New template field, select the template that you need to switch your current project to.
  4. Optionally, in the Search By field, select a search criteria.
  5. Click Search.
     The list of projects that currently use the specified template are displayed.
  6. In the Compare Tasks and Milestone list, review the mapping of current template fields with the new template fields.
  7. From the list of project, select the project for which you need to switch the template.
  8. Click Switch.

 

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BMC IT Business Management Suite 8.1