---
title: "Convert an Accepted Brief into a Project"
url: "https://knowledgebase.omg.oliver.solutions/en/article/convert-an-accepted-brief-into-a-project"
language: "en"
last_updated: "2025-09-26T13:05:28.831Z"
---

# Convert an Accepted Brief into a Project

This article outlines the standard procedure for accepting a submitted brief and converting it into a new, actionable project. This process transitions a request from the initial planning stage to the execution and management phase.

**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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## **Want to learn more?**

[![](https://cdn-assets.productfruits.com/c442c73d-c8e0-4003-a6d6-639216bedbfe)](https://insidersacademy.learn.link/content/632dce0474869b0012ed9543)