To export the migration template
1 | Go to the Company Workspace tab and switch to Admin mode. |
2 | Click Company Sponsored Shells > <WBS shell type>. |
Note: The shell type must be for a WBS shell. You cannot migrate standard projects to generic shells, only to WBS shells. You cannot migrate a standard project to a single instance (top level) shell, only multiple-instance shells.
3 | In the shell type log, choose Export Template > Project Migration Template. |
4 | Download the template to the desired location. The template the you download will be specific to the shell type of the log from which you exported the template. |
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