Simple process replacement
For projects that have few users, roles, and work items, and a minimum of work item state changes, you might be able to simply copy and replace one configuration source with another:
This replaces the Roles, Project Configuration, and Team Configuration data on the Process Configuration page. It does not replace the timelines and process iterations shown on the Overview page or the entries on the Work Item Categories page. You must manually change that data to comply with the new process template.
Complex process merge
For projects with many assigned roles, work item types, and work item state changes, you may need to carefully merge the process configuration source from the new template with the process configuration source in the existing project. Build the new configuration in a separate text editor. When it is complete, delete the existing project configuration process source, as described above, and paste in the new merged version from the text editor.
Post-migration cleanup
To make bulk changes in work items, use a query to retrieve all work items of a particular type, status, or other property. In the Work Items view, select all work items that you want to change and right-click the appropriate column to change the work item type, status, or other properties, such as priority or severity.
Open the Members list in the Project Area or Team Area editors, select a user, and click Process Roles to reassign roles to comply with the new configuration.
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