Convert an Accepted Brief into a Project

Prerequisites

• You must have access to the platform with the appropriate permissions to accept briefs and create projects.
• You must have a brief that is in the "Submitted" status, ready for review and acceptance.

Step 1: Initiate the Conversion

1. From the same "Details" page of the accepted brief, click the "Actions" button in the top right corner.
2. A dropdown menu will appear. Hover your cursor over "Convert to" to reveal a submenu.
3. From the submenu, select "Projects".

Step 2: Populate Project Details

1. You will be directed to a new project creation form. Key information, such as the Title and Description, will be automatically carried over from the original brief.
2. Locate the "Key dates" section on the right side of the screen.
3. Click into the "External deadline" field. Use the calendar widget to select the appropriate date.
4. Click into the "End date" field and select the project's end date from the calendar.

Step 3: Enter Financial Information

1. Scroll down to the "Finance details" section.
2. Click the "Billing entity" dropdown menu and select the correct entity from the list.
3. Click the "Billing contact" dropdown and select the primary billing contact.
4. Click the "Billing type" dropdown and choose the appropriate classification (e.g., "Chargeable work").

Step 4: Save and Finalize the Project

1. After filling in all the necessary details, scroll to the top of the page.
2. Click the "Save" button in the top right corner.

Result

Upon successful completion of these steps:

• A confirmation message, "Your project has been created successfully," will appear at the top of the page.
• You will be automatically redirected to the main dashboard of the newly created project.
• The navigation menu on the left will now display project-specific sections such as "Plans and Tasks," "Project assets," and "Deliverables."
• The original brief is now formally linked to this project for future reference.

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