Rego Roadmap Conversion

• Create a roadmap and populate it with Roadmap Item(s).  It is useful to create a custom view which contains the attributes needed in the project, or Custom Investment, to be created.

As many roadmap items as you wish can be added at this stage.  Either all, or only selected roadmap items, can be converted.

• Create a view to be used to help with the Conversion process.  It should include: –
  • Roadmap Item: This will become the Investment Name
  • Convert to: The type of investment to be created.
  • Conversion – Use Template:  The template to use in the conversion process.
  • Sync Status: The status of the conversion process
  • Sync Message:  additional details for the conversion process
  • In addition, check the Scenario that is selected.

• In the Properties > Actions menu select Convert to Investment
• This will initiate the conversion process and will select the roadmap items that: –
  • have no linked to set.
  • have both the Convert to and Conversion Use Template selected.
  • If any of these details are empty the roadmap item will be ignored.

• The Sync Status and Sync Message will be updated to show whether the conversion has completed successfully, or not.
• The Linked to will be populated with the newly created investment.
• There is a Roadmap Action Log which can be accessed via Custom Objects.  This is useful for administrators and tracks all actions undertaken by the Conversion Process.   A history of the conversions completed, and their sync status and messages can be accessed from here.