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.
   

   When you migrate resource plans, existing notes captured for resource plans will also be migrated to resource assignments.

   Tip:

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

Result

Resource plans and their notes are migrated to resource assignments, cost plans are migrated to attribute-based cost plans. Refresh the project page to view the resource assignments in the Resource assignments related list.

What to do next

Manage resource assignments to assign and approve to resources depending on their capacity and available bandwidth in Resource Management Workspace. For more information, see Using Resource Management Workspace.