Use Work Generation to Change Template used for Work

If you have a Project that you realize should have been created using a different template, you can use Work Generation to make this change instead of recreating the Project from scratch. As an example, this page outlines how to convert a Gated Project that was created using one template into a Gated Project using a different template.

Note: The details copied over to the new Work Item after Work Generation will depend on how an administrator has configured the Work Generation Template.

Example: Jack has created a new three-phase Gated Project using the ">100K Gated Project" Work Template:


After editing the Project's details, however, he is informed by his director that the Gated Project is actually supposed to be a five-phase "DMAIC" Gated Project. Thankfully, he finds out that a PowerSteering administrator has created a Work Generation Template that creates "DMAIC" Gated Projects from ">100K" Gated Projects. Follow along below to see how he uses Work Generation to replicate his original Gated Project to create a new one under the correct Work Template.

Note:   If you do not see Work Generation on the Project Navigation Menu or the Project Summary page, it could be because of any of the following:

- An Administrator has not created a Work Generation template that pertains to the work type. See Add a New Work Generation Template for more information about creating work generation templates.

- In the Work Generation template, Administrators can define whom can generate work using the template. You may not have permission to generate work.

- In the Work Generation template, Administrators can define within the Project time line when work can be generated. You may not be able to perform Work Generation at the current point in the Project time line.

Before You Start: A PowerSteering administrator needs to create a Work Generation Template that includes the original Work Template as the "Source Type" and the desired Work Template as the "Target Type". If you do not see your desired Work Template when you open up the "Work Generation" menu (Step 3 below), contact an administrator.

To use Work Generation to change the template used for work:

1. Navigate to the Work Item.

2. Select the Generate Work menu from the top right-hand corner of the Summary page:

   

   OR

   Select the "Work Generation" submenu from the Project menu:

   

   Click thumbnail to play.

3. Select which Work Generation Template you would like to use:

   

   Tip: If you are unsure about which Work Generation Templates to use, speak to a PowerSteering administrator.

4. Enter the Work Generation settings for the new Work Item:

   

   Note: Settings will differ based on the Work Generation Template.

5. Select the Start button.

   Note: After selecting Start, a window may appear that lists any warnings:
   
   Take note of the warnings and select OK.

6. Select the Remain here button to stay on the original Work Item's Summary page

   OR

   Select the Go to newly created button to view the Summary page of the newly created Work Item:

   

Once the new Work Item has been created, the original Work Item will appear as its Source work. Also, the new Work Item will appear as a Reference for the original Work Item.

If there is no more use for the original Work Item, it can be deleted.

Example: Jack has successfully generated his new Gated Project. It is now has a five-phase plan instead of a three-phase plan: