The convert option allows you to convert a feature to a capability or strategic theme. If I use this option to convert a feature to a capability, will it copy all of the information over from the feature when it converts it to a capability. I want to know because I don't want to covert a bunch of features and lose descriptions and other work in the process.
Thank you for posting your question. I have included the following link which provides more information on converting Portfolio items.
CA Agile Central Portfolio Manager Quick Start Guide | CA Agile Central Help
Existing epic story hierarchies can be converted to a portfolio. You may also bulk choose existing stories and portfolio items to add to a new hierarchy.
Use the hierarchy apps for a way to manage hierarchies using drag-and-drop.
Create Roadmaps | CA Agile Central Help
You can only convert a user story's basic fields to a portfolio item of the lowest level type. The original user story remains in its original location and schedule state.
To convert a user story to a portfolio item:
The children user stories, attachments, and discussions are moved with the parent story. Custom fields, defects, defect suites, and test cases are not converted. The original user story remains behind in the state it was in before it was converted.
User stories can have either portfolio items or other user stories as parents, but not both.
Please let us know if you have any further questions.
Christian's answer is absolutely correct and I'd add that if you're converting from one portfolio item type to another then there are a couple of additional things that you should think about. Before you can convert the feature you'd have to disassociate it from any child user stories and from any parent portfolio items. If the feature in question has these associations then I think that it's easier to make a copy of the feature, promote the copy and then deal with the associations from the original feature. That way you don't need to make any special notes, etc about those associations before you commence converting.
Hope that helps.
The defect after conversion used to be deleted. But now, the pop up says it will "not" be deleted. The defect is just moved to Closed and Resolution marked as Converted.
And I have items that were converted a while ago, and titles were changed. The only place where any record is available on conversion is the Revision history. But the Search functionality doesn't look through revision history.
So, this feels like a big crack through which all conversions just fall into and vanish.
Thanks for the information Mitch.
I have been trying to manage this by entering the story number in the Discussions tab, when ever I come across these.
I'll try to make it a process for people to enter the IDs as soon as conversion takes place, so we don't miss any.