Migrate resource plans and cost plans for projects and demands

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

Before you begin

• Learn more about Migration of resource plans, operational resource plans, and cost plans.
• Ensure the project or demand have resource plans and cost plans.
• Role required: resource_user

Procedure

1. Use one of the following options to open a project or a demand.
   • To open a project, navigate to All > Project > Projects > All and open a project.
   • Too open a demand, navigate to All > Demand > Demands > All and open a demand.
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 Activate a scheduled job to migrate resource plans and 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.