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Migration of resource plans and cost plans › Resource Management classic › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Migrate operational resource plans

Migrate the required Operational resource plans to attribute-based Operational resource assignments.

Before you begin

Role required: resource_manager, it_project_manager, demand_manager, admin

Procedure

  1. Navigate to All > Resource > Resource Plans > All Operational Plans.

  2. Select the list of operational resource plans to migrate.

  3. Select Migrate resource plans from the Actions on selected rows... list.

    Operational resource plans are migrated to Operational resource assignments. You can view the list of Operational resource assignments at All > Resource > Resource Assignment > Operational Resource Assignments.

    Tip: You can Scheduled job to migrate resource plans and cost plans.

Parent Topic:Migration of resource plans and cost plans