Migrate operational resource plans

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: resource_manager, it_project_manager, demand_manager, admin

    Procedimento

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