Migrate operational resource plans

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: resource_manager, it_project_manager, demand_manager, admin

    手順

    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.
      ヒント:
      You can Activate a scheduled job to migrate resource plans and cost plans.