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[PRM]: Data Migration Approach for Updating Existing Projects with New Project Role Format in RBS

Summary:


Problem Description:
We are preparing to update our existing Resource Breakdown Structure (RBS) by introducing a new resource format: Project Role. The current RBS is already assigned to multiple active projects, and we need to ensure a smooth transition without disrupting existing configurations or data.

Request:
We are seeking Oracle’s guidance on the data migration approach required to update existing projects so they can incorporate the new Project Role format once the RBS is updated.

Content (please ensure you mask any confidential information):

Specifically, we need to understand:

What is the recommended method to migrate existing project data to align with the new RBS structure?Are there Oracle-supported tools or templates (e.g., FBDI, CSV import) that facilitate bulk updates of RBS assignments across multiple projects?How can we ensure that financial plans, resource assignments, and reporting structures remain intact during and after the migration?Are there any known limitations or prerequisites we should be aware of before initiating the migration?

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