Starting a project › Using Project Management › Project Management › Project Portfolio Management › Strategic Portfolio Management

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

Migrate budget of active projects to Next Experience

Migrate the project budget to Next Experience to manage the financials using Project Workspace.

Before you begin

Role required: it_project_manager

Procedure

Navigate to All > Project > Projects > All.
Migrate baselines using one of the following options.

Choice

Description

Using list actions

Select the required projects from the projects list.
Select the Actions on selected rows... list and select Migrate Budget.
On the migrate budget confirmation window, select OK.

Using related links

Open the required project.
Select the Migrate Budget related link.
On the migrate budget confirmation window, select OK.

Activate a scheduled job

Navigate to All > System Definition > Scheduled Jobs.
Filter the Name field to locate the Migrate budget for active demands and projects scheduled job and open it.
Select Active and on the Scheduled Script Execution form, fill the fields.

For a description of the field names, see Scheduled Script Execution Form.

Select Update.

**Note:** After migration, you won't be able to view the budget on Classic UI. You're encouraged to manage budget using the Financials in Next Experience.

Parent Topic:Starting a project

Related topics

Create a project task from a project

Create a parent-child relationship on the Project Task form

Create a monetary benefit plan for a project

Create a non-monetary benefit plan for a project

Associate monetary and non-monetary benefit plans

Create a project cost plan

Recalculating costs of all resource plans in a project

Create an expense line

Create and manage waterfall projects

Update a project