Partitions and the 'Idea to Project conversion' system action

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Partitions are defined in the system. The Project object is associated with a Partition Model. Ideas are converted to Projects. A Process is used to do the conversion. It has a 'Idea to Project conversion' system action defined in it.

The question is, how to make sure that Ideas are put into the correct partitions? Is there an option in the system action to specify partition related information?

Resolution

The Idea object will also have to be associated with the same partition model, as the Project object. If that is done, then the system action will create the new Project in the same partition as that of the Idea. This way it is not required to specify any partition related information in the system action itself.