FluentBooks supports migration of data from external EPM to Project Server 2010/2013/2016 or Project Online, which can be accomplished by importing Enterprise data from the Excel file generated by external EPM system, mapping the Excel columns to the Project Server Custom Fields and uploading the data to the target Project Server 2010/2013/2016 or Project Online PWA.
The following steps should be performed in order to upload Enterprise Resources, Projects, Tasks, Assignments, Custom Fields, Lookup Tables and SharePoint Lists from Excel file to Project Server 2010/2013/2016 or Project Online PWA:
- Prepare PWA for migrating data from external EPM and FluentBooks workspace for mapping source and target Fields
- Prepare the source Excel file for import
- Import the data from the source Excel file into FluentPro FluentBooks
- Review the data imported from the source Excel file into FluentBooks Workspace
- Upload the Project Server content (Resources and Projects) to the target PWA
- Upload the SharePoint content (Project Sites)
Download
This package contains demo data that can be used for evaluation purposes:
- FluentBooks workspace
- Mapping file
- Source Excel file