---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Migrate financial baselines of demands to Next Experience

# Migrate financial baselines of demands to Next Experience {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Migrate the financial baselines of demands to Next Experience to manage the financial using Project Workspace.

## About this task

Next Experience uses new data model that has two new tables Investment Baselines (sn_invst_pln_invst_investment_baseline) and Investment Baseline Header
(sn_invst_pln_invst_investment_baseline_header) which are used to capture financial baselines. The financial baselines created for demands in classic experience aren't visible in Next Experience. You can migrate the existing baselines from classic to Next Experience as an on-demand activity for the required demands, or as bulk by activating and running a scheduled job.

Baselines view in the Next Experience provides better insights to view and analyze the financial performance of your demands.

Unlike the financial baselines created using Next Experience, the financial baselines created in the Classic UI don't capture the actual expenses along with planned costs as a default behavior. To support baselines comparison, actual costs are captured during baseline migration. The migration uses processed expense lines as of the financial baseline creation date.  
For detailed information and use cases on using financials in Next Experience, see [Managing financials for planning items in Portfolio Planning](https://servicenow-prod.fluidtopics.net/3X3ZmNgojeFULedfSvuBXQ "Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, create financial baselines, and view, analyze, and compare the financial performance of your planning items at required cadence in Portfolio Planning Workspace.").  
Note:  
Starting March 2026 release, for customers using multicurrency, migration of financial baselines updates the baseline data in project currency to investment currency.

1. Existing demands that have only financial baselines but no investment baselines. With the migration, financial baseline will be migrated to investment baseline and you can view the migrated baseline from the sn_invst_pln_invst_investment_baseline table list view.
2. Existing demands that have both project and investment baselines. Run the scheduled job to populate the investment currency fields in the baselines with values from project currency. For more information, see [Activate scheduled job to populate to multicurrency fields](https://servicenow-prod.fluidtopics.net/nsWoWXON25JKb0GteAX33w "Activate and execute the scheduled job to map your costs and work with multicurrency.").
{#migrate-fin-baselines-demands__ol_fvd_qbx_m3c}

## Before you begin

The data in project currency fields will be migrated to investment currency fields on migrating baselines for customers using multicurrency.

Role required: it_demand_manager

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Migrate baselines using one of the following options.

   | Choice | Description |
   | Using list actions | 1. Select the required demands from the projects list. 2. Select the Actions on selected rows... list and select Migrate Financial Baselines. 3. Select OK on the Migrate Financial Baselines confirmation window. {#migrate-fin-baselines-demands__ol_rwq_mtk_s1c} |
   | Using related links | 1. Open the required demand. 2. Select the Migrate Financial Baselines related link. {#migrate-fin-baselines-demands__ol_swq_jbl_s1c} |
   | Activate a scheduled job | 1. Navigate to AllSystem DefinitionScheduled Jobs. 2. Filter the Name field to locate the Migrate financial baselines to Next Experience 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](https://servicenow-prod.fluidtopics.net/rux8gyO2kfRTI1DI6J6u1w "Use the scheduled script execution form to define a scheduled job."). 4. Select Update. {#migrate-fin-baselines-demands__ol_rmx_c21_21c} |
   |-|-|

   {#migrate-fin-baselines-demands__choicetable_v4j_f5z_d1c}  
   Tip:  
   After migration, you're encouraged to create financial baselines using the Financials in Next Experience.

## Result

Financial baselines for the selected demands are migrated to Next Experience and you can view them in the [Baselines view](https://servicenow-prod.fluidtopics.net/3X3ZmNgojeFULedfSvuBXQ#using-financials-pp__section_bkp_g2l_2zb).

## What to do next

[View and compare the migrated baselines](https://servicenow-prod.fluidtopics.net/f6Y1flJVqfrUaiSYomQ1aw "Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs against the actual expenses.") with any existing baselines or current baseline (![Flag icon to indicate current baseline.]()).

*[\>]: and then