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Convertion of project to proposal.

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SantoshkumarMot
Regular Contributor.

Convertion of project to proposal.

Hi,

 

Can you please let me know how to convert project to proposal.

 

Through below process i have changed proposal to project request type so i need to revert back the same.

 

- open workbech

-open request header type

-open field groups button and then unchecked the pfm - proposal request and checked the pfm - project and then saved the changes

-now i open the pfm - proposal request type in dashbord the fields are changed.

 Now i need to revert back this request type again , but iam trying to revert back it again iam getting error (a Field with this name  alredy exists).Could you please help me on this issue.

 

Thanks,

Haritha

 

7 REPLIES
SantoshkumarMot
Regular Contributor.

Re: Convertion of project to proposal.

Can any one help me on this issue asap.

 

 

Thnaks

AlexSavencu
Acclaimed Contributor.

Re: Convertion of project to proposal.

Hi,

 

the process you followed is no way good practice.

 

We always create the request type and request header type from scratch in such situations, bearing in mind that fields need to have the same prompt and validation in order for their values to get copied from the proposal to the project.

 

cheers

alex


--remember to kudos people who helped solve your problem
SantoshkumarMot
Regular Contributor.

Re: Convertion of project to proposal.

Hi Alex,

 

Thanks for your reply.let me know is there any solution  fot this please.

 

 

Thanks,

Haritha

AlexSavencu
Acclaimed Contributor.

Re: Convertion of project to proposal.

Hi,

 

I am afraid you will have to raise an HP Support ticket for this.

 

cheers

alex


--remember to kudos people who helped solve your problem
SantoshkumarMot
Regular Contributor.

Re: Convertion of project to proposal.

ok , thanks for you response.

 

 

Thanks.

Haritha

Kerim KILIC
Honored Contributor.

Re: Convertion of project to proposal.

hi,

did you try like this remove project fields, then SAVE, the add proposal field groups. may be save is the trick
Cat_2
Super Contributor.

Re: Convertion of project to proposal.

This happened to us once. Not good. Had to do a database restore to correct it. Best of luck!