Converting Tickets to Projects

When a ticket evolves beyond simple service desk work and requires project-level planning and resources, TeamDynamix allows you to convert it directly into a project. This conversion preserves the ticket's context while transitioning the work into the Projects application.

In this article, we'll cover:

 

Important Considerations

When converting a ticket to a project, be aware of the following:

What will be preserved:

  • Ticket schedules and resources are converted to the project
  • Ticket history (feed) becomes available in the project feed
  • Information from custom ticket attributes is captured in the project feed

Additional changes:

  • You will automatically be added to the project as the manager, even if you were not assigned to the original ticket
  • The fields presented on the New Project screen are determined by the selected Project Type

Converting a Ticket to a Project

To convert a ticket to a project:

  1. In the Ticketing Application, open the ticket you want to convert.
  2. From the ticket details window, click the Actions dropdown.
  3. Select Convert to Project.
  4. On the New Project screen, select a Type. This determines which fields are required to save and create the project.
  5. Complete the required fields and enter any other information that would be helpful when creating the project.
  6. At the top of the page, click Save.

After Conversion

Once converted, the original ticket is no longer accessible in the ticketing application. If you search for the ticket by its number, you'll see a message indicating:

  • The new project number
  • Who performed the conversion
  • The date and time of conversion

This reference helps maintain traceability between the original ticket and the resulting project.

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