Migrate resource plans and cost plans for projects and demands

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

    • 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.

    Antes de Iniciar

    Procedimento

    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.
      Nota:
      This selection triggers the migration of resource plans and cost plans simultaneously.
    3. In the Migrate Resource Plans confirmation window, select OK.
      Resource plans migration confirmation window.
      Dica:
      You can Activate a scheduled job to migrate resource plans and cost plans.

    Resultado

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

    O que Fazer Depois

    Create resource assignments to manage resource efforts.