Migrate maintenance plans to Planned Work Management

task brazil Updated Sep 10, 2026 1 min read migrate-maint-plans-pwm.md
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You can migrate plans from Planned Maintenance to Planned Work Management so that plans can utilize the features in Planned Work Management.

Before you begin

Role required: admin

Migration is applicable to duration-based maintenance plans, specifically monthly, annually, and weekly migrations.

Procedure

  1. Navigate to All > Planned Maintenance > Maintenance Plans.

  2. Select a maintenance plan.

  3. Select Migrate plan.

Result

The maintenance plan will be deactivated and a new plan record will be created in Planned Work Management.

What to do next

To verify that the plan was migrated, navigate to All > Planned Work Management > Plans.

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