Forum Discussion
How to convert a Project from one EPT to another EPT with using Change or Restart Workflow option?
I have two EPT's(Enterprise Project & Custom EPT)
1. Enterprise Project have default Project site is enabled
2. Custom EPT have Workflow & Custom Project site Template(SP lists, doc...etc) tagged into it.
I created a Project A from Enterprise project EPT. Now I want to convert this Project A EPT to Custom EPT
When I use the Change or Restart Workflow option for converting the Project A to Custom EPT. It gets converted to Custom EPT.
It will show the workflow, where as project site is not changing, it is still in the Enterprise project type only.
I want to convert workflow with Project site.
Hello Anil_kumar ,
This process as you have seen will not change the Project Site. If you want to change the Project Site after using the option to change the EPT for the project, you would need to delete the Project site from the PWA Settings - Connected SharePoint Sites page. Select the Project in that grid then click the Delete Site button, please note - all data from that project site will be lost. Then once the project site is deleted, select the Project in the grid and click the Create Site button. This will create a new blank site using the site template associated to the EPT.
If you want to retain the data on the Project Site, you will need to manually apply the project site template changes to that existing project site or you could do this with custom code if you wanted to develop the code.
Paul
Hello Anil_kumar ,
This process as you have seen will not change the Project Site. If you want to change the Project Site after using the option to change the EPT for the project, you would need to delete the Project site from the PWA Settings - Connected SharePoint Sites page. Select the Project in that grid then click the Delete Site button, please note - all data from that project site will be lost. Then once the project site is deleted, select the Project in the grid and click the Create Site button. This will create a new blank site using the site template associated to the EPT.
If you want to retain the data on the Project Site, you will need to manually apply the project site template changes to that existing project site or you could do this with custom code if you wanted to develop the code.
Paul
Thank you Paul_Mather
Whatever you said is correct, but here we have to do manual process only with out losing the data.
I hope this alternative works i guess. But it's also manual thing, For Every project.
Ex: Project Name = Project A (Enterprise EPT)
save the project site as template, that template tag to the Custom EPT.
Convert Project A to Custom EPT using change or restart wf option. So, here project site won't reflected.
Then Delete the Project site in connected SharePoint sites. And create the site it will pickup from the custom EPT with Project site template/Publish the project(EPT>automictically create a site).
