FluentPro Help Center

What do you need help with?

Planner -> Project for the web migration supported entities

All information in the article below applies to MS Planner -> Project for the web, MS Planner -> Planner (premium plans), Planner (basic plans) to Project for the web, and Planner (basic plans) -> Planner (premium plans) migration scenarios.

Supported Entities

Source System Entities

Supported

Notes


Planner Plans

+


Plan Buckets

+


Plan tasks

+


Task field values

+

Please refer to the list of supported task fields below

Users

̶

Users are not migrated but mapped with the target users. Necessary users should already exist in the target tenant.

Plan task user assignments

+

Mapped users, assigned to tasks in the source Plan, will be added:

  1. As members to the corresponding target Project, Project Team
  2. Microsoft 365 group – (only if source user assigned to plan task is mapped with target user that is Graph user)
  3. Dynamics bookable resource

Microsoft 365 groups

+

Source Microsoft 365 groups can be migrated only for the selected Plans and using ‘Create groups with source group names and settings’ group creation mode.

Microsoft 365 group members

+

All source group members are added to the target group if the ‘Migrate all source group members and owners’ option is selected for the migration, and the corresponding users are mapped. 

If this option is not selected, only mapped users that are assigned to tasks in the migrated Plan(s) are added to the target Microsoft 365 group and Project members.

Microsoft 365 group owners

+

All source group owners are added to the target group if the ‘Migrate all source group members and owners’ option is selected for the migration, and the corresponding users are mapped.

If this option is not selected, ownership of a created group will be set to the target P4W migration account used for creating the group(s) and Projects. Other source group owners will not be set for the target group.

Microsoft 365 group Privacy

+

Microsoft 365 group Privacy setting is migrated if ‘Create groups with source group names and settings’ group creation mode is selected and a target group(s) is created during the migration.

If the migration is performed to an existing group, its Privacy will not be changed.

In case another group creation mode is selected, Microsoft 365 groups will be created as Public ones.

Microsoft 365 group settings

+

Microsoft 365 group settings are migrated if ‘Create groups with source group names and settings’ group creation mode is selected and a target group(s) is created during the migration. The settings of an existing target group will not be changed.

In case another group creation mode is selected, Microsoft 365 group settings will not be migrated.

 

Supported Task Fields

Task Field

Supported

Notes

Task Name

+


Bucket Name

+


Assignments

+


Start date

+


Due date

+


Progress (Percent Complete)

+

Not Started - 0%

In Progress - 50%

Completed - 100%

Priority

+


Notes

+

4000 characters max + links to attachments if the Attachments token is not provided for the Project for the Web connection

Attachments

+

Attachments are migrated to the Attachments task section if the Custom Fields and Attachments token is provided for the Project for the Web connection. If the token is not provided, all attachments will be added as links to the task Notes. In both cases all file attachments from the source task will be migrated and added to the task folder on the group SharePoint site in the target tenant.

Checklist

+


Labels

+

Labels can be migrated if the Custom Fields and Attachments token is provided for the Project for the Web connection.

Comments

-


Created By

̶


Creation date & time

̶


Last Changed By

̶


Last Changed time

̶



Was this article helpful?

Table of contents

    Back To Top