Migrate maintenance plans to Planned Work Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • 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.