How to Convert a Team Manage Project to Company Manage Project

Introduction

This tutorial will guide you through the process of converting a Team Managed project to a Company Managed project in Jira. This transition is essential for organizations that require more control over their project configurations, workflows, and permissions. By following these steps, you can ensure a smooth migration and make the most of Jira's features.

Step 1: Prepare for the Conversion

Before starting the conversion process, it’s crucial to prepare adequately.

• Assess Project Needs: Determine why you need to convert the project and what features are necessary.
• Backup Your Data: Always create a backup of your project data to prevent any loss during the conversion.
• Inform Your Team: Communicate with your team about the upcoming changes and any adjustments they may need to make.

Step 2: Access Your Jira Projects

Navigate to the project you wish to convert.

• Log into Jira: Use your credentials to access your Jira account.
• Go to Projects: Click on the “Projects” tab on the sidebar.
• Select the Project: Find and select the Team Managed project you want to convert.

Step 3: Initiate the Conversion Process

Now you can start the conversion from Team Managed to Company Managed.

• Open Project Settings: In your selected project, locate and click on “Project settings”.
• Find the Conversion Option: Look for the option that indicates converting to Company Managed project. This may be under a section labeled “Details” or “Project type”.
• Start Conversion: Click on the conversion option to begin the process. A confirmation prompt may appear.

Step 4: Configure the Company Managed Project

After initiating the conversion, you will need to configure the new project settings.

• Set Up Workflows: Determine which workflows you need for your team and set them accordingly.
• Adjust Permissions: Configure user permissions to align with your organization's policies.
• Customize Fields: Add or modify fields as necessary for better project tracking.

Step 5: Validate the Conversion

Once the conversion is complete, it’s important to validate everything.

• Check Data Integrity: Review all existing tasks, issues, and data to ensure everything was transferred correctly.
• Test Workflows: Run through the workflows to confirm they operate as expected.
• Gather Feedback: Ask team members for feedback on the new setup and address any concerns.

Step 6: Training and Support

Provide training and resources to help your team adapt to the new project management style.

• Organize Training Sessions: Schedule sessions to familiarize the team with the Company Managed project features.
• Provide Resources: Share documentation or guides on using the new project type.
• Offer Ongoing Support: Be available to answer questions and provide assistance as the team transitions.

Conclusion

Converting a Team Managed project to a Company Managed project in Jira can enhance your project management capabilities. By following these steps, you ensure a structured transition that minimizes disruption. Key takeaways include preparing adequately, validating the conversion, and offering support to your team. For further learning, consider exploring additional resources on Jira administration and project management.