In this article, we will review connection account requirements for the Smartsheet -> Project for the web migration scenario.
Please note: All information in this article also applies to the Smartsheet -> Planner (premium plans) migration scenario.
Smartsheet account
The connection account is required to be an active user in Smartsheet.
System Admin role in the tenant is not required.
To connect to a Smartsheet account, Project Migrator should be granted access to it – the Project Migrator app should be authorized after the login.
Project Migrator will have the following permissions in Smartsheet once the access is granted:
- View basic user info, including name and email
- Read sheets, including attachments and comments
- View account users, groups, and group members
- Retrieve contacts
The granted access to the Smartsheet environment can be revoked anytime from the account Personal Settings -> Apps by clicking ‘Revoke’ for the Project Migrator app in Smartsheet.
Smartsheet Sheets will be available for the migration depending on the connection account access level in Smartsheet – its roles in the Workspaces and Sheets. Those Sheets will be available for the migration where the connection account is added to the Sheet Shares with any role (Owner, Admin, Editor, Commenter, Viewer), or to the Workspace Shares where the Sheet is located, with any role.
Project for the web or Planner (premium plans) account
The connection account for migration to Project for the web/Planner (premium plans) (target) should meet the following requirements:
1. The account should be a member/a user of the tenant and the Power Platform Environment where the Project for the web is deployed.
2. The account should have any of the following licenses assigned:
- Project Plan P1
- Project Plan P3 (previously called Project Online Professional)
- Project Plan P5 (previously called Project Online Premium)
The account should have Read-Write or Non-interactive Access Mode to the Power Platform Environment enabled. Also, the account should have a Security Role in the Environment that allows reading and writing data to the Project for the web (e.g. System Administrator or Service Writer default security roles, or custom roles with Read, Create and Write permissions enabled).
In case the migration is performed to the existing Microsoft 365 groups and projects, the migration account should be added as a member or an owner.
To connect to Project for the web for the first time, Microsoft 365 tenant Global Administrator consent is required to allow Project Migrator to access your Microsoft 365 tenant.
Admin consent should be granted only once before adding the first Project for the web connection account. Once the consent is granted, any user account credentials that meet the requirements can be used for connecting to the Project for the web environment.
Project Migrator application for the Project for the web connection will be added to the Microsoft 365 tenant.
The following API permissions are required:
For the target Project for the web account:
- Microsoft Graph: User.ReadBasic.All
- Microsoft Graph: Group.ReadWrite.All
- Microsoft Grap: Directory.Read.All
- Microsoft Graph: offline_access
- Dataverse (Common Data Service): user_impersonation
Project Migrator will have the following permissions for reading and writing data to the Project for the web environment:
- Read data in the organization's directory, such as users, groups, all users' basic profiles, users' primary email addresses on behalf of the signed-in user.
- Read data from existing Microsoft 365 groups such as basic information, email addresses, membership, ownership on behalf of the signed-in user.
- Create groups, read, and update the group properties and memberships on behalf of the signed-in user. It allows group owners to manage their groups and allows group members to update group content.
- Read and update data in the existing Projects that the connection account has access to in Project for the web, create new Projects, Resources, and Dynamics 365 Teams.
- Maintain access to data you have given it access to.
- Access Common Data Service (CDS) as organization users.