Before you begin: See the considerations and mapping discussed in "About standard projects migration to shells"
Step 1: Export the migration template. Export the CSV template. This template will vary depending on the data elements included in the configuration of a particular shell type. This template contains the fields and format that the system needs to migrate the standard projects to WBS shells. See "Export the migration template".
Step 2: Modify the exported CSV template. Be sure that you have the correct project information ready to enter into the template. After you convert a standard project into a WBS shell, you cannot reverse the conversion. See "Modify the exported csv template".
Step 3: Initiate migration. Import the completed CSV file. See "Initiate migration of standard projects to WBS shells"
Step 4: View migration history. See "View migration history".
Step 5: Test for shell creation. See "Test for WBS shell creation"
You export the template, then modify it and import it. You will export the template from a selected WBS shell, and then import the modified template back into the same WBS shell to complete the migration.
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