Migrate operational resource plans

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: resource_manager, it_project_manager, demand_manager, admin

    Prozedur

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