{"id":21030,"date":"2021-04-22T01:34:01","date_gmt":"2021-04-22T01:34:01","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=21030"},"modified":"2023-06-06T20:21:21","modified_gmt":"2023-06-06T20:21:21","slug":"a201413","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a201413\/","title":{"rendered":"Convert project to programme form"},"content":{"rendered":"<div class='content-column three_fourth'>Convert project to programme form. This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone wp-image-233 size-full\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Project icon\" width=\"24\" height=\"19\" \/><\/a><a href=\"\/help\/a494\">project view page<\/a> <a href=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\" alt=\"Options menu icon\" width=\"25\" height=\"23\" \/><\/a>options menu in the top header area, as shown in Figure 1.\r\n\r\n<a href=\"https:\/\/www.psoda.com\/help\/wp-content\/uploads\/2021\/04\/Convert.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone\" src=\"https:\/\/www.psoda.com\/help\/wp-content\/uploads\/2021\/04\/Convert.png\" alt=\"\" width=\"531\" height=\"351\" \/><\/a>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via options menu<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to convert an existing <a href=\"https:\/\/www.psoda.com\/help\/a100\/\">project<\/a> into a <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone wp-image-168 size-full\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Program icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"https:\/\/www.psoda.com\/help\/a60\/\">programme<\/a>.\r\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.psoda.com\/help\/wp-content\/uploads\/2021\/04\/convert2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone\" src=\"https:\/\/www.psoda.com\/help\/wp-content\/uploads\/2021\/04\/convert2.png\" alt=\"\" width=\"1049\" height=\"373\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Convert sub-project form<\/strong><\/p>\r\nThis form has the <em>read-only <\/em>following fields:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th scope=\"row\">Organisation<\/th>\r\n<td>Shows which <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-137\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/organisation.svg\" alt=\"Contact details icon\" width=\"20\" height=\"20\" \/><\/a><a href=\"\/help\/a50\">organisation<\/a> this hierarchy of assets is under.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Programme:<\/th>\r\n<td>Shows which <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a60\">programme<\/a> the parent project is contained under.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Name:<\/th>\r\n<td>Shows the name of this sub-project.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n\r\nThe warning is letting you know that there are some fields that are on a Project that are not available on Programmes.\r\n\r\nWhen converting a <a href=\"https:\/\/www.psoda.com\/help\/a100\/\">project<\/a> to a <a href=\"https:\/\/www.psoda.com\/help\/a60\/\">programme<\/a> Psoda first maps the standard projects fields to the standard programme fields. Some of those fields are lost as they do not exist at a programme level. Next Psoda tries to convert the custom fields from the project custom fields to the matching programme custom fields based on the title of the fields. If there is not match then those custom values will stay but not be editable. Then Psoda tries to convert the change history from project fields to programme fields.\r\n\r\nThere are some fields that are available on projects that are not available on programmes. These include:\r\n<ul>\r\n \t<li>Project Type<\/li>\r\n \t<li>PO Number<\/li>\r\n \t<li>Cost Allocation<\/li>\r\n \t<li>Go live date<\/li>\r\n \t<li>Project reference<\/li>\r\n \t<li>GL Number<\/li>\r\n<\/ul>\r\n<a href=\"https:\/\/www.psoda.com\/help\/a850\/\">Indicators <\/a>are not converted &#8211; the assumption is that the indicator is set for both projects and programmes. If an indicator is not available at the programme level then that indicator&#8217;s value will be lost.\r\n\r\nSome tabs are not available at a programme level e.g. <a href=\"https:\/\/www.psoda.com\/help\/a490\/\">sub-projects<\/a>, <a href=\"https:\/\/www.psoda.com\/help\/a110\/\">requirements<\/a>, <a href=\"https:\/\/www.psoda.com\/help\/a120\/\">test-case<\/a>s, etc. The data in these tabs will still be there but will not be visible to the user after the conversion. That is why sub-projects must be converted to projects first.\r\n\r\nIf you are sure you want to convert this <a href=\"\/help\/a100\">project<\/a> then click the &#8220;<strong>Convert to programme<\/strong>&#8221; button otherwise click the &#8220;<strong>Cancel<\/strong>&#8221; button to cancel the conversion.<\/div>\r\n<div class='content-column one_fourth last_column'><strong>Related topics<\/strong>\r\n<ul>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a100\/\">Projects<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a101\/\">Add project form<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a102\/\">Edit project form<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a107\/\">Copy project form<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a201310\/\">Move project form<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a103\/\">Delete project form<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a104\/\">View project page<\/a><\/li>\r\n \t<li><a href=\"https:\/\/www.psoda.com\/help\/a201313\/\">Convert sub-project form<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  Convert project to programme form. This popup form can be accessed via the project view page options menu in the top header area, as shown in Figure 1.      Figure 1 &#8211; Access via options menu  This popup is shown in Figure 3 and is used to convert<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-21030","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Convert project to programme form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Learn how to convert project to programme form in the Psoda project management software. 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