--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Migration of resource plans and cost plans # Migration of resource plans and cost plans {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Migration of resource plans and cost plans This migration process enables ServiceNow customers to transition their existing resource plans and associated cost plans into a new, attribute-based system aligned with the Next Experience. Specifically, resource plans are converted into resource assignments, and cost plans are transformed into attribute-based labor costs. This migration facilitates streamlined management of resource allocations and project financials within the Project Workspace and Resource Management Workspace. Show full answer Show less ## Key Features * **Resource Plan Migration:** Resource plans from projects or demands are migrated to resource assignments based on key planning attributes such as Group, Skill, and Role. * **Status Mapping:** Only resource plans in Planning, Requested, Confirmed, Allocated, Rejected, and Completed states are migrated; plans in Canceled or In-progress states are excluded. The migration maps resource plan statuses to corresponding resource assignment statuses (e.g., Requested plans become Unassigned resource assignments). * **Effort Handling:** Efforts in requested states (including additional hours not yet approved) are included in the migration, ensuring total resource effort is accurately reflected post-migration. * **Allocation Consistency:** Allocation contours---representing effort distribution over time---are maintained during migration to preserve planning accuracy, capacity, and utilization insights. * **Operational Resource Plans:** These plans are migrated similarly to operational resource assignments, with only Allocated and Completed states considered. Request types are updated to "Hours" after migration. * **Cost Plan Migration:** Financial cost plans tied to resource plans are migrated to attribute-based labor costs considering Employee Type, Expense Type, and Role attributes. Planned costs transfer to new cost plans, while actual costs remain unchanged. * **Migration Automation:** A scheduled job named "Migrate Resource Plans" automates the conversion of resource plans, operational resource plans, and cost plans into the new formats. * **Post-migration Actions:** Customers can enable attribute-based resource assignments, create resource or operational resource assignments for capacity allocation, and manage projects and financials using Project Workspace. ## Practical Benefits for ServiceNow Customers * **Simplified resource management:** Attribute-based assignments allow easier, more flexible allocation of resources by Group, Skill, or Role. * **Improved planning accuracy:** Maintaining allocation contours ensures that the timing and distribution of resource efforts remain consistent, avoiding disruption. * **Enhanced financial tracking:** Migrated cost plans provide more granular labor cost tracking aligned with resource attributes, supporting better budgeting and forecasting. * **Seamless transition:** The migration supports ongoing projects without requiring manual replanning or adjustments, reducing operational risk. * **Operational work inclusion:** Supports allocation and tracking of operational activities such as administration, meetings, and training within the same framework. 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. Tip: Resource Managers are encouraged to view the [Resource Management Workspace boot camp](https://learning.servicenow.com/lxp/en/strategic-portfolio-management/resource-management-migration-to-the-next?id=learning_course_prev&course_id=832423fe97264a9ce4fb72de2153af07) to learn about Resource Management Migration to the Next Experience. ## Resource plans to resource assignments {#rsrc-plans-rsrc-asgmnts__section_tmb_sd5_zzb} Migrate all the resource plans of a project or demand to attribute-based resource assignments depending on the [planning attributes](https://www.servicenow.com/docs/l~67fbYrwwXlkLlddR16YQ "Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.") to easily manage your projects on Next Experience using [Project Workspace](https://www.servicenow.com/docs/UoC6r3iaOdIrMPFY6vfZlA "ServiceNow Project Workspace helps project managers to plan and manage projects from a central location.") and [Capacity Planning](https://www.servicenow.com/docs/wAqjEDdDHGWM36sWvrz69A "The Capacity tab provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources."). Group, Skill, and Role are the primary attributes enabled for Resource Management depending on which the resource plans are migrated to resource assignments. Important: Resource plans in Planning, Requested, Confirmed, Allocated, Rejected, and Completed states are only migrated to Resource assignments. Resource plans in Canceled and In-progress states aren't migrated. Let us see how the status of the resource plans is mapped to the status of resource assignments.{#rsrc-plans-rsrc-asgmnts__table_zct_gzz_c1c__entry__2} | Resource plan status | Resource assignments status | |-|-| | Planned or Requested | Unassigned | | Allocated | Approved | | Confirmed | Approved | | Completed | Approved | | Canceled or In-progress | Resource plan isn't migrated | | Rejected | Unapproved | [Table 1. Status mapping between resource plans and resource assignments] {#rsrc-plans-rsrc-asgmnts__table_zct_gzz_c1c} Migrating requested efforts of resource plans : When a resource plan is migrated, a corresponding resource assignment is created based on the primary attributes from the resource plan. Resource assignments don't support custom selection of allocation type and allocation spread. Resource assignments only support an even spread of resource allocations by default. The efforts of the resource plan in requested state are also migrated to resource assignments. For example, suppose a resource plan is in Requested state with 20 additional hours requested but not yet approved. The new migration flow accounts for these requested 20 hours, and the total efforts are reflected in the migrated resource plan. See the following screenshots for more details. Figure 1. Existing resource plan in requested state Figure 2. Monthly aggregates of migrated resource plan with requested allocations With the migration of resource plans: * Resource plans in Planning or Requested states, resource assignments are created based on the planned dates and planned duration with their default state as Unassigned. * Allocation type is set to planned duration. * Allocation spread is always Even. * Existing resource allocations are deleted and created again to accommodate resource allocations with the resource name and planned duration. * The allocated costs and allocated hours are copied to planned costs and planned hours. * Actual hours for the resource plan in Confirmed and Allocated states are retained with the resource plans. {#rsrc-plans-rsrc-asgmnts__ul_qkr_bpz_zzb} Note: Only one resource assignment is created for every unique combination of primary attributes, Group, Skill, and Role, and one for every user if the resource plans are created with selected member preferences. After migration, if you create resource assignments with any of the existing combinations, the available resource assignments are updated with the new requests. Allocation contour while migrating to resource assignments : The existing contour of allocations in resource plans is maintained while migrating to resource assignments. : Maintaining the existing contour confirms that the planned effort, timing, and effort distribution remain consistent before and after migration. By carrying forward the same allocation contours, you can continue managing ongoing work without disruption. This maintains accurate capacity and utilization insights and ensures that financial and resource plans reflect your original intent. This seamless transition helps you adopt the workspace experience confidently, without the need to replan or manually adjust allocations. ## Migration of Resource plans to Resource assignments {#rsrc-plans-rsrc-asgmnts__example_idt_tqr_b1c} Resource plans in different states. Resource plans migrated as resource assignments. ## Operational resource plans to operational resource assignments {#rsrc-plans-rsrc-asgmnts__section_ggy_x25_zzb} Operational resource plans also follow the same logic to migrate operational resource plans to operational resource assignments. Important: Operational resource plans in Allocated and Completed states are only migrated as Operational resource assignments. After migration, the Request type of operational resource plans is changed to Hours. ## Migration of Operational resource plans to Operational resource assignments {#rsrc-plans-rsrc-asgmnts__example_zwq_dmm_b1c} Operational resource plan in Allocated state created for Demo GroupA. After migration, you'll have the following Operational resource assignments for every member of the group. Note: The parent-child mapping is retained and you may see an additional resource assignment with an empty resource. ## Migration of cost plans to attribute-based cost plans {#rsrc-plans-rsrc-asgmnts__section_w2q_jd5_zzb} When resource plans of a project or demand are migrated to resource assignments. The corresponding financial cost plans based on the resource plans are also migrated to new attribute-based labor costs. Migrate resource plans related link trigger migrates the cost plans along with resource plans migration. Every resource plan has an associated a cost plan with Labor capex as the cost type. While migrating, the [planning attributes](https://www.servicenow.com/docs/l~67fbYrwwXlkLlddR16YQ "Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.") of the resource plans are analyzed to create attribute-based cost plans for the unique combination of the three [planning attributes enabled for financials](https://www.servicenow.com/docs/l~67fbYrwwXlkLlddR16YQ#planning-attributes__table_f1y_wvh_wwb) (Employee type, Expense Type, and Role). After migration, there will be no one-to-one association between resource assignments and attribute-based cost plans. Note: If a resource plan isn't associated with either Employee Type or Role, the migrated cost plans costs are consolidated into a single cost plan. The planned costs are moved to the new attribute-based cost plans while the actual costs remain on the existing cost plan records. The [rate model](https://www.servicenow.com/docs/WNXtx9kRLnPR1FfC0gIn3A "Use a rate model to derive date-effective, criteria-driven hourly rates for calculating planned and actual resource costs for a project or demand.") values associated with project or a demand are considered to generate attribute-based labor costs. ## Migration of cost plans to attribute-based cost plans {#rsrc-plans-rsrc-asgmnts__example_xsj_qxz_c1c} Cost plans associated with a resource plan. Attribute-based cost plan Resource_Internal_Capex is created after migration. * **[Migrate resource plans and cost plans to Next Experience](https://www.servicenow.com/docs/RbF1pL8Pv2vFTgbimw30MQ)** 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. * **[Enable attribute-based resource assignments](https://www.servicenow.com/docs/ODinTECOKgDB~GvvZVtW8w)** Enable the property to work on attribute-based resource assignments to request efforts for your planning items. * **[Create resource assignments](https://www.servicenow.com/docs/EMpHEjqO~5nHhKF_7lp_tA)** Create resource assignments to request a portion of team or resource capacity for project or demand. * **[Migrate operational resource plans](https://www.servicenow.com/docs/slFKawahZV~G_4x6XWsMbg)** Migrate the required Operational resource plans to attribute-based Operational resource assignments. * **[Create operational resource assignments](https://www.servicenow.com/docs/09P2B_npIzkFTK93WBQrJQ)** Create operational resource assignments to allocate a portion of team or resource capacity for operational work such as administration work, meetings, trainings, and so on. * **[Scheduled job to migrate resource plans and cost plans](https://www.servicenow.com/docs/W81zU36oXPINNcGRj0LfTA)** 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. **Related concepts** * [Agile work management in CWM](https://www.servicenow.com/docs/Sh6p9T0r42K_p4ZnTvdhRg "Run your agile workflow in Collaborative Work Management (CWM), from building and refining a backlog to planning sprints, executing work as stories and scrum tasks, and collaborating with your team.") * [Using the Planning attributes](https://www.servicenow.com/docs/l~67fbYrwwXlkLlddR16YQ "Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.") * [Capacity in Strategic Planning](https://www.servicenow.com/docs/wAqjEDdDHGWM36sWvrz69A "The Capacity tab provides portfolio managers a comprehensive view of capacity, allocations, and utilization of resources.") * [Exploring Resource Management Workspace](https://www.servicenow.com/docs/jXuyhP0aImfhpq0bp42Zwg "Learn about the features, functionalities, and business value that the Resource Management Workspace provides.") * [Resource planning with Project Workspace](https://www.servicenow.com/docs/Jix69khWmFs2hhnGVUWwYg "Use the Resource Management application to allocate and manage your resources in the Project Workspace.")