Be sure that you have the correct project information ready to enter into the template. After you convert a standard project into a CBS shell, you cannot reverse the conversion.
Note: You can use user-defined reports to gather data regarding which projects to migrate and where they should be in the shell hierarchy.
To modify the template
- Open and edit the CSV template, per the template content, and the description of the template content in this section. It is recommended that you migrate projects that are not in the Active status. The content of the migration template will vary depending on the shell type into which you choose to migrate.
The exported template is organized in three sections:
- Instructions: This section at the top of the template explains how to fill in the template to initiate the migration. Do not modify this text.
- Mapping: This section maps the available standard project attributes with the user-defined CBS shell attributes. Use this section to create mapping for data elements that you have added in addition to the data elements listed in the table in Migration mapping of project data elements to shell data elements. The Mapping section lists all the project attributes which are not automatically mapped. If you use custom project attributes, these attributes be listed and mapped in this section. The project data elements are static; you add the shell data elements to complete the mapping. The values in this section are overwritten by any literal values that you add in the Project section.
- Project: This section lists the Project Number and Location, and the use- defined CBS shell attributes as column headings. Project Number and Location are mandatory; the other columns are not, and are based on the attributes listed in the Mapping section. This list does not include the automatically-mapped shell attributes such as Shell Name or Shell Number. Add a row for each project you want to migrate, and enter the Project Number and the Location. The location should be delimited with /. For example: /Capital Project/Buildings/Tool Sheds. Add the literal values that are to be changed during the migration.
Note: Projects are identified by the Project Number for migration. Be sure that you enter the correct project numbers for standard projects you want to migrate to CBS shells.
- Save the template CSV file.