Convert an Item | LP Classic Support

This article applies to LiquidPlanner Classic. To view the documentation for Portfolio Manager (formerly LiquidPlanner New), visit the Portfolio Manager Help Center.

The Convert Item feature allows you to quickly change a plan item from one type to another (with some limitations). For instance, if you create a task called “Contract Signed” and decide later that it should be a milestone instead, you can easily convert the task to a milestone and the item’s content will be carried over.

Via the Edit Menu

1. On the Projects tab, select the item to convert.

2. Click on Edit Menu > Convert Item.

Via the Edit Panel

Plan items can also be converted via the Edit Panel:

Allowed Item Types

Below are the plan items that can be converted, and what type of item they can be converted to:

Important Notes

Here are some things to keep in mind when converting certain types of plan items:

• When converting a multiple owner partial-day event into a task, each owner will be given an assignment with an estimate equal to the duration of the event. For example, a multiple-owner partial day event on 12/26 from 9-11am, would be turned into a task with assignments of 2-2 hours for each owner.  If the event is set to recur, the task will have an estimate equal to the duration of all  events in the cycle. For example, a partial-day event set to recur on Mondays and Wednesdays from 9-10 am for 3 weeks would be converted into a task with an estimate of 6-6 hours for each owner.

• Recurring partial-day events converted into milestones or full-day events will fall on the event’s Start [E].

• Full day events and milestones assigned to “everyone” that are converted to tasks are “unassigned.”

• Converting a sub-folder to a project can’t be undone. It is not possible to convert a project back to a sub-folder.

Related Articles

Projects and Folders
Full-Day and Partial-Day Events
Milestones
Introduction to Plan Items