Sometimes you have an issue that is large enough to warrant an entire project to remedy. Even though you need a new project, you don't really want the project it was found on (project affiliation) to change or the issue to move its location. To solve this dilemma, you can create a Resolution Project from the issue. A resolution project is a separate project that is run independently from the project the issue was discovered on.
Okay, that sounds great. How do I do that?
- Go to your issue
- In the Issue Details section, click on [Create Project] under the "Resolution Project" label
- The following items will be transferred from the issue to the project on create
- The issue name & # become the project name in this manner "Issue Name: Issue #"
- The issue description becomes the project description
- The issue's project affiliation company will become the project's company
- If you are using rate cards, the issue's project affiliation rate card will become the project's company
- Select a project template if needed
TIP: Instead of selecting a template, you can use the [Save & Add Tasks from Template] option explained below
- Select a Sponsor and Type
- The status will be set to the default project status (typically the first one on the list)
The issue's Resolution Project is now set to your new project
The resolution project's issue view will also show the issue
[Save & Add Tasks from Template] Option
Sometimes you need to add multiple sections of a template into your new project. Instead of selecting a template when you're adding your project, mouse over the [Save] button and select [Save & Add Tasks from a Template]
Follow the steps in the "Adding Tasks from Template" article