Migrate operational resource plans

task brazil Updated Sep 10, 2026 1 min read migrate-operational-rsrc-plans.md
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Migrate the required Operational resource plans to attribute-based Operational resource assignments.

Before you begin

Role required: resource_manager, it_project_manager, demand_manager, admin

Procedure

  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.

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

Parent Topic:Migration of resource plans, operational resource plans, and cost plans

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