Before you begin: See the considerations and mapping discussed in Creating a Business Process record from a template.
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 CBS 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 CBS 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 CBS shells
Step 4: View migration history. See View migration history.
Step 5: Test for shell creation. See Test for CBS shell creation.
You export the template, then modify it and import it. You will export the template from a selected CBS shell, and then import the modified template back into the same CBS shell to complete the migration.