Converting Project Type Impacts

[Katie Pickrell]

Hello! We have a Business project setup that I would like to convert to a Software project (mainly so I can get more info on the cards/boards like color code by assignee and such.) The business board is a bit too simple. I know how to do this but am wondering what the impacts will be. For example, we have email and groups configured for the project already and I want to make sure it doesn't break any existing configs we have.

Any thoughts would be appreciated!

Thanks!

[Claudiu Lionte · Accepted solution]

Hi Katie,

If the only purpose of the change is the extended functionality of the Software board, there is no need to actually change the project type. You can simply create an additional board (Either Scrum or Kanban) and configure it to display issues from that business project. 

The answer of @Nic Brough -Adaptavist- to this question better explains the situation but mainly, you can have a Kanban board to display issues from a business project, or even from multiple projects at the same time. The only catch it the location of the board. You cannot choose the board's location to be that Business project. You can either choose another project or your own profile. Once the board is created, you can decide if you want to restrict it only for yourself or allow other users to access it. Other users can access the board even if the board's location is your profile.

If, however, you decide to change the project template, you need to make sure that the workflows will be the same. That includes statuses, transitions, validators, post-functions etc. Also, you need to make sure that the issue types, resolutions, screens and screen schemes are compatible.

My personal suggestion is to just create an additional board. It does the job without the additional hassle.

[Katie Pickrell]

Hi Claudiu - Thank you for the details! I'll see if either of these solutions work. I'm weary of making a new board/project just because my team is already used to working with this one. 

The business project we setup is the "out of the box" one from a config standpoint so I think we may be ok to switch it as it's incredibly basic and I can't imagine much would change (if anything.)

Thanks for your help!