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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Migrate maintenance plans to Planned Work Management

You can migrate plans from Planned Maintenance to Planned Work Management so that plans can utilize the features in Planned Work Management.

Before you begin

Role required: admin

Migration is applicable to duration-based maintenance plans, specifically monthly, annually, and weekly migrations.

Procedure

  1. Navigate to All > Planned Maintenance > Maintenance Plans.

  2. Select a maintenance plan.

  3. Select Migrate plan.

Result

The maintenance plan will be deactivated and a new plan record will be created in Planned Work Management.

What to do next

To verify that the plan was migrated, navigate to All > Planned Work Management > Plans.