--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Migrate financial baselines of projects to Next Experience # Migrate financial baselines of projects to Next Experience {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace. ## Por Que e Quando Desempenhar Esta Tarefa 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 projects, 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 projects. 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 have relevant information for baselines comparison, the actual costs are captured as part of the baseline migration using the processed expense lines as of the baseline creation date of the financial baseline. 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/WQpOeyeyhgnZ~1rX2NSPmg "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."). Nota: Starting March 2026 release, for customers using multicurrency, migration of financial baselines updates the baseline data in project currency to investment currency. 1. Existing projects that have only project baselines but no investment baselines. With the migration, project 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 projects that have both project and investment baselines, you need to run the scheduled job to populate the fields for investment currency in the baselines with the values from project currency. For more information, see [Activate scheduled job to populate to multicurrency fields](https://servicenow-prod.fluidtopics.net/PhrmzY6x4t8tk6Hay5bdtQ "Activate and execute the scheduled job to map your costs and work with multicurrency."). {#migrate-fin-baselines-projects__ol_fvd_qbx_m3c} ## Antes de Iniciar The data in project currency fields will be migrated to investment currency fields on migrating baselines for customers using multicurrency. Role required: it_project_manager ## Procedimento 1. Navigate to AllProjectProjectsAll. 2. Migrate baselines using one of the following options. | Choice | Description | | Using list actions | 1. Select the required projects 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-projects__ol_rwq_mtk_s1c} | | Using related links | 1. Open the required project. 2. Select the Migrate Financial Baselines related link. {#migrate-fin-baselines-projects__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/xwo5GhmW7hEL3iSbn5otlQ "Use the scheduled script execution form to define a scheduled job."). 4. Select Update. {#migrate-fin-baselines-projects__ol_rmx_c21_21c} | |-|-| {#migrate-fin-baselines-projects__choicetable_v4j_f5z_d1c} Dica: After migration, you're encouraged to create financial baselines using the Financials in Next Experience. ## Resultado Financial baselines for the selected projects will be migrated to Next Experience and you can view them in the [Baseline view](https://servicenow-prod.fluidtopics.net/kLpZHxbVF5qAgbr78KmDPQ#using-financials-prj-wrkspc__section_bkp_g2l_2zb). ## O que Fazer Depois [View and compare the migrated baselines](https://servicenow-prod.fluidtopics.net/vrgt7DpJ6czMFEzW8~hjtQ "Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs with the actual expenses.") with any existing baselines or current baseline (![Flag icon to indicate current baseline.]()). **Conceitos relacionados** * [Create and manage waterfall projects](https://servicenow-prod.fluidtopics.net/T071mWYfzvRKjtxr_DwplA "Plan, create, and manage projects using the Waterfall methodology.") * [Costing add-on in Project Management](https://servicenow-prod.fluidtopics.net/0qtv8eIoYDNBeoq2rXSxVg "The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.") **Tarefas relacionadas** * [Create a project task from a project](https://servicenow-prod.fluidtopics.net/QW63Z_o1ZL9vFxnyQoGxOQ "Create tasks from the project form to break down project objectives into manageable units of work.") * [Create a parent-child relationship on the Project Task form](https://servicenow-prod.fluidtopics.net/aisbbo47AfB~calO3uLPAw "Create a child task from any project task form.") * [Create a monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/5kkfVfPdTlXWgufbMCMvfQ "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.") * [Create a non-monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/WKxXLvVlkTFlUb8OlL1PPg "Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.") * [Associate monetary and non-monetary benefit plans](https://servicenow-prod.fluidtopics.net/vI2jptooAaEcnv0NgRbazw "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.") * [Create a project cost plan](https://servicenow-prod.fluidtopics.net/VrQZaER8BuJg~R0j61POfg "Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.") * [Recalculating costs of all resource plans in a project](https://servicenow-prod.fluidtopics.net/OtyoYxyjtz~j6Ybw4PQqsg "Recalculate the resource costs of all resource plans in a project whenever the hourly rates change in the associated rate model so that the plan costs are up to date.") * [Create an expense line](https://servicenow-prod.fluidtopics.net/mBNLS0_DAaJXMKgFKCGVaA "A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.") * [Update a project](https://servicenow-prod.fluidtopics.net/D7081Pka97TWEmWa5Y3~0g "Update the project and make adjustments in fields to handle scope, cost, and schedule. While a project is underway, keep actual values as current as possible. Continue to measure actual values, analyze the impact of any potential project risks.") * [Copy a project](https://servicenow-prod.fluidtopics.net/eO6Pqmb2HhnVhaueXVDBWQ "Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.") * [Assign a project schedule](https://servicenow-prod.fluidtopics.net/z_shjXugjP8qzcNyD8_3Cw "Without an assigned schedule, a project calculates a day as a full 24 work hours. To schedule tasks by a more realistic work day, assign a schedule to the project. If the schedules provided in the base system do not suit your needs, define a new one.") * [Create baseline of a project](https://servicenow-prod.fluidtopics.net/bq_bqgv0TKrzxvS5si499w "Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.") * [Create a milestone](https://servicenow-prod.fluidtopics.net/_asVrP9WOIbzMauwCMg2dg "A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.") * [Activate project task email notifications](https://servicenow-prod.fluidtopics.net/PCQkkI1b8~bs_mgwqf8SHg "The following email notifications for the Project Management application are available by default, but are inactive. You must activate them manually.") * [Change the planned start date of a project](https://servicenow-prod.fluidtopics.net/7misDV7B3QsqaaDRt9Ug2w "Adjust the schedule of a project by changing the planned start date of a project and shifting it later or earlier than the current planned schedule.") * [Create a cost type definition](https://servicenow-prod.fluidtopics.net/IFthHznC~1nEgj3CUBFKEQ "Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.") * [Generate labor costs](https://servicenow-prod.fluidtopics.net/GMv6JkWmU0eG5NB2WtVN8A "Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.") * [Create a project status report](https://servicenow-prod.fluidtopics.net/XtwMdfldzALf5nKLAPiYpg "Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.") * [Allocate budget to a project](https://servicenow-prod.fluidtopics.net/FxrYPa0O79XSnX8KN2oKig "Set the budget of a project according to the fiscal years.") * [Migrate budget of active projects to Next Experience](https://servicenow-prod.fluidtopics.net/NJPoKAMxLVCc~3QPrThULQ "Migrate the project budget to Next Experience to manage the financials using Project Workspace.") * [Migrate budget of active projects to Next Experience](https://servicenow-prod.fluidtopics.net/NJPoKAMxLVCc~3QPrThULQ "Migrate the project budget to Next Experience to manage the financials using Project Workspace.")