---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Migrate resource plans and cost plans for projects and demands

# Migrate resource plans and cost plans for projects and demands {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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](https://www.servicenow.com/docs/IIPSgg39VEZU3rTLGYPpzw "Effortlessly 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.").
* Ensure the project or demand have resource plans and cost plans.
* Role required: resource_user
{#migrate-rsrc-plan-rsrc-asgnmnt__ul_nzp_p1l_d1c}

## Procedure

1. Use one of the following options to open a project or a demand.
   * To open a project, navigate to AllProjectProjectsAll and open a project.
   * Too open a demand, navigate to AllDemandDemandsAll and open a demand.
   {#migrate-rsrc-plan-rsrc-asgnmnt__choices_txt_czq_21c}
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](https://www.servicenow.com/docs/hQMJ~n9ZXZXe9naeEJWf_w "Activate the Migrate Resource Plans scheduled job to migrate resource plans, operational resource plans, and cost plans of your projects and demands to resource assignments and attribute-based 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.

*[\>]: and then