All information in this article also applies to the Smartsheet -> Project for the web and Smartsheet -> Planner (premium plans) migration scenarios.
Source System Entities |
Supported |
Target System Entities |
Notes |
Workspaces |
+ |
Microsoft 365 group |
Microsoft 365 groups are created with the source Workspace names if the corresponding Group Creation Mode is selected in the Migration Settings |
Workspace Shares/Collaborators, Owner |
+ |
Microsoft 365 group members |
Source Workspace members (users and groups workspace is shared to) are added as members to target Microsoft 365 groups. Workspace owner is added as group owner. The corresponding users should already exist in the target tenant and be mapped |
Workspace-level Attachments |
- |
|
|
Folders |
- |
|
|
Users |
- |
Users |
Users themselves are not migrated but mapped with the target users. Necessary users should already exist in the target tenant |
Groups |
+ |
Users |
Users from groups workspace/sheet is shared to are added as members to target Microsoft 365 groups. |
Dashboards |
− |
|
|
Resource Views |
− |
|
|
Templates |
− |
|
|
Reports |
− |
|
|
Sheets |
+ |
Project for Web projects and Microsoft 365 groups |
New Project for the Web is created, and corresponding Microsoft 365 groups is created as Public ones. Microsoft 365 groups are created with the source Project names if the corresponding Group Creation Mode is selected in the Migration Settings. |
Sheet Shares/Collaborators, Owner |
+ |
|
Source Sheet members (users and groups sheet is shared to) are added as members to target Microsoft 365 groups. Sheet owner is added as group owner. The corresponding users should already exist in the target tenant and be mapped |
Sheet-level Attachments |
- |
|
|
Columns |
+ |
|
See the list of the supported column types below |
Rows/Tasks |
+ |
|
|
Row Attachments |
+ |
|
|
Row Discussions/Comments |
-+ |
|
Only attachments added in the row comment. |
Proofs |
− |
|
|
Subtasks/Row Hierarchy |
+ |
|
|
Dependencies |
+ |
|
|
Cells and Cell Values |
+ |
|
|
Baselines |
- |
|
|
Supported Source and Target Item Fields
Source Task Fields and Field types |
Supported |
Target Task Fields |
Notes |
|
Default Mapping: Sheet Primary Column and Title Compatible field types: Datetime Created By Modified By Auto-Number Contact List Dropdown (Single Select) Dropdown (Multi Select) Text/Number |
+ |
Task Name |
|
|
Default Mapping: Description/Comments Compatible field types: Datetime Created By Modified By Auto-Number Contact List Dropdown (Single Select) Dropdown (Multi Select) Text/Number |
+ |
Notes |
|
|
Default Mapping: Assigned To Compatible field types: Created By Modified By Contact List |
+ |
Assigned to |
|
|
Default Mapping: Start Compatible field types: Datetime |
+ |
Start |
|
|
Default Mapping: Due Date/Finish Compatible field types: Datetime |
+ |
Finish |
Finish=Start+Duration. If the duration is not mapped, then both Start and Finish dates are migrated. |
|
Default Mapping: Duration Compatible field types: Duration Text/Number |
+ |
Duration |
|
|
Default Mapping: % Complete/Status/Done Compatible field types: Auto-Number Checkbox Duration Dropdown (Single Select) Text/Number |
+ |
% Complete |
|
|
Compatible field types: Duration Text/Number |
+ |
Effort/Effort Remaining |
|
|
Compatible field types: Dropdown (Single Select) Text/Number |
+ | Priority | |
Attachments |
+ |
Attachments |
Only row attachments: row attachments will be migrated to the target corresponding task. |
|
Default Mapping: Predecessors Compatible field types: Predecessors |
+ |
Dependency |
|
|
Default mapping:
Dropdown (Single Select)
Compatible field types:Dropdown (Multi Select) Symbols
Dropdown (Single Select)
Dropdown (Multi Select) Symbols |
+ |
Labels | Source fields values to Labels can be migrated if the Custom Fields and Attachments token is provided for the Project for the Web connection. |
Supported Task Custom Field types for mapping
Source Task Custom Field Type |
Target Task Custom Field type |
Note |
|
Datetime Created By Modified By Auto-Number Contact List Dropdown (Single Select) Dropdown (Multi Select) Text/Number |
Text |
|
|
Auto-Number Checkbox Dropdown (Single Select) Text/Number
|
Number |
Only number values from fields of Text/Number type will be migrated to any target field of Number type. |
Datetime |
Date |
|
|
Checkbox Dropdown (Single Select) |
Yes/No |
|
|
Dropdown (Single Select) Dropdown (Multi Select) Text/Number
|
Choice |
|