---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Migrate resource plans and cost plans

# Migrate resource plans and cost plans {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Migrate resource plans and cost plans of your projects or demands to resource assignments and attribute-based cost plans. Then, work on the resource allocations and project financials using Project Workspace.

## Before you begin

* Learn more about [Migration of resource plans and cost plans](https://www.servicenow.com/docs/DXDw8lXwNxXmCOlWaVafpg "Migrate resource plans to resource assignments and the associated cost plans to attribute-based labor costs of your projects or demands and easily work on resource allocations using Project Workspace.").
* Ensure the project or demand have resource plans and cost plans.
* Role required: resource_user
{#migrate-rsrc-plan-rsrc-asgnmnt__ul_nzp_p1l_d1c}

## Procedure

1. Use one of the following options to open a project or a demand.
   * To open a project, navigate to AllProjectProjectsAll and open a project.
   * Too open a demand, navigate to AllDemandDemandsAll and open a demand.
   {#migrate-rsrc-plan-rsrc-asgnmnt__choices_txt_czq_21c}
2. Select the Migrate resource plans related link.  
   Note:  
   This selection triggers the migration of resource plans and cost plans simultaneously.
3. In the Migrate Resource Plans confirmation window, select OK.  
   Tip:  
   You can [Scheduled job to migrate resource plans and cost plans](https://www.servicenow.com/docs/XrfoVmRfQJYJZEnW77D6Lg "Activate the Migrate Resource Plans scheduled job to migrate resource plans, operational resource plans, and cost plans of your projects and demands. This job converts them to resource assignments and attribute-based cost plans.").

## Result

Resource plans are migrated to resource assignments, cost plans are migrated to attribute-based cost plans. Refresh the project page to view the resource assignments in Resource assignments related list.

## What to do next

Create resource assignments to manage resource efforts.

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