Migrate resource plans and cost plans to Next Experience
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.
Before you begin
- Learn more about Migration of resource plans and cost plans.
- Ensure the project or demand have resource plans and cost plans.
- Role required: resource_user
Procedure
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.
- Select the Migrate resource plans related link.
Note: This selection triggers the migration of resource plans and cost plans simultaneously.
In the Migrate Resource Plans confirmation window, select OK.
Image omitted: rp-ra-migration-confirmation-window.png
Resource plans migration confirmation window.
Resource plans migration confirmation window.
**Tip:** You can [Scheduled job to migrate resource plans and cost plans](migrate-rsrc-plan-cost-plan-scheduled-job.md).
Result
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.
What to do next
Create resource assignments to manage resource efforts.
Parent Topic:Migration of resource plans and cost plans