Migrate budget of active projects to Next Experience

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Migrate the project budget to Next Experience to manage the financials using Project Workspace.

    Before you begin

    Role required: it_project_manager

    Procedure

    1. Navigate to All > Project > Projects > All.
    2. Migrate baselines using one of the following options.
      ChoiceDescription
      Using list actions
      1. Select the required projects from the projects list.
      2. Select the Actions on selected rows... list and select Migrate Budget.
      3. On the migrate budget confirmation window, select OK.
      Using related links
      1. Open the required project.
      2. Select the Migrate Budget related link.
      3. On the migrate budget confirmation window, select OK.
      Activate a scheduled job
      1. Navigate to All > System Definition > Scheduled Jobs.
      2. Filter the Name field to locate the Migrate budget for active demands and projects scheduled job and open it.
      3. Select Active and on the Scheduled Script Execution form, fill the fields.

        For a description of the field names, see Scheduled Script Execution Form.

      4. Select Update.
      Note:
      After migration, you won't be able to view the budget on Classic UI. You're encouraged to manage budget using the Financials in Next Experience.