Moving from Project Online

Your project plan becomes a file and keeps running

Moving to WORKSPACE.PM is a file import: upload .mpp or MS Project XML, map the resources, done. What arrives, what does not come across and how long it takes, all of it without varnish.

Four steps to a running plan

  1. 1ExportIn Project Online: File, Save As, Save As File.
  2. 2UploadContainer page, Create, Import project plan. XML is parsed in the browser.
  3. 3MapThe wizard proposes a person for every resource, every mapping correctable.
  4. 4VerifyBefore importing, the counts show what is created and what is skipped.

Your plan file never leaves your machine

MS Project XML is parsed entirely in the browser. Only the resulting structure reaches our server, never the document. Anyone who would rather not upload a schedule containing client names, rates and personnel data to a vendor does not have to here. Binary formats such as .mpp are converted server-side, passed through only and never stored.

How the move works

From the export in Project Online to a verified plan. The import itself takes minutes, the time goes into verification.

1

Export the plan

In Project Online: File, Save As, Save As File. Both formats work, MS Project XML is the better one.

  • MS Project XML is read directly
  • .mpp is converted automatically
  • Primavera XER and PMXML, Asta Powerproject and GanttProject as well
2

Upload the file

On the container page of the target project: Create, Import project plan. The structure appears as a container tree with milestones, dependencies and assignments.

  • Up to 64 MB per file
  • XML is processed in the browser, the file never leaves your machine
  • Other formats are converted and not stored in the process
3

Map the resources

The wizard proposes a person for every resource: first by email address, then by name, including „Last name, First name“ reversed. Deliberately without fuzzy matches, better left open than booked to the wrong person.

  • Every mapping is shown and can be corrected
  • You see up front how many assignments would drop for lack of a mapping
  • Material and cost resources stay out of it
4

Choose the scope and verify

Before importing, each category can be switched off individually. The counts then show exactly what will be created and what gets skipped.

  • Optional: dependencies, assignments, progress, baseline, costs, notes, effort
  • Counts by containers, milestones, dependencies and assignments
  • Skipped tasks are reported, not quietly dropped

What arrives

The import carries the plan logic, not merely a list of tasks.

From Project OnlineIn WORKSPACE.PM
Tasks with outlinecontainer tree in the same hierarchy
Milestonesa dedicated container type with a single date
Summary taskscontainers whose progress comes from their children
Start and finish datesdates without time-zone shifting, no date drift
Durationdays, converted via the hours per day of your project calendar
DependenciesFS, SS, FF, SF links including lag in days
Percent completeprogress on the container
Work and effortplanned effort in person-days, at leaf level
Costplanned cost, likewise at leaf level
Baselinebaseline start and finish as a comparison state
Notescontainer description
„Must start on“ and „Must finish on“marked as a fixed date
Resource assignmentsassignments in person-days, merged per person

What does not come across

This table is here so you know now, not three weeks after the move.

Stays behindWhyWhat instead
Calendars with working times and holidaysdeliberately not transferred, only the hours per day are readset the working-time model and company closures centrally once, it then applies to all projects
Actuals and timephased datadeliberately not transferredprogress comes across as a percentage, the day-by-day history stays in the export
Additional baselinesonly the main baseline is readarchive older comparison states in the export, new ones are created from the move onwards
Cross-project linksstored in the plan format only as an external referencerecreate them at portfolio level after the import
External and inactive tasksmirrors of other plans, or deactivated rowsskipped and counted, the number is on screen before the import
Lag in percentnot representableignored with a warning, add it afterwards as lag in days
Material and cost resourcesonly people are mapped to userscreate them as cost items or as machine resources
Enterprise custom fieldstheir definitions live at tenant level, not in the plan filedefine them again as custom fields, count them first, that drives the effort

And what is not in the plan file at all

Project Online is more than schedules. Four things sit beside them and need their own route.

Timesheets and time history

Export via the OData feed while it still responds. The history is usually archived rather than migrated, ongoing recording starts in the new system.

Enterprise resource pool

People come in through user management, skills through resource attributes. One to two hours of initial setup, not a migration.

Documents, risks, issues

From the SharePoint project sites: documents into the project file store, risks into the risk register. Manual for a few projects, an import run for many.

Power BI reports

Rebuilt in any target system, including Microsoft’s own successor. Part of it falls away: status reports, earned value, the workload matrix and portfolio analytics are already included.

And you can get out again

A sentence that sounds different after this retirement than it did a year ago.

WORKSPACE.PM exports project plans back to MS Project XML, with outline, dates, dependencies, progress, effort, cost and resource assignments. You are not trading one dependency for the next: if you want something else in three years, you take your plans with you, in a format every serious planning tool reads. Plus a full data export and an open interface for everything else.

How long it takes

The import runs in minutes. What needs planning is the verification.

ScopeRealistic effort
Initial setup: tenant, users, working-time model, roleshalf a day to a day
10 to 20 projects, few custom fieldsone to two days including verification
50 to 100 projectsthree to five days, sensibly in waves
Rebuilding reportsthe actual item, depending on how many analyses must be replaced and how many are already in the standard product

Start with two or three projects you know well and compare dates, dependencies and effort line by line against the original plan. Only once that holds should you import the rest. Half a day that replaces any migration guarantee.

Frequently asked questions

What comes up most often before a move.

Both. XML is read directly in the browser, .mpp and the formats from Primavera, Asta and GanttProject are converted server-side. If you have the choice, take XML, then the file never leaves your machine.

They are skipped and counted. You see the number before the import, not afterwards.

Yes, and you should. 30 days free, no payment details. Take a real exported plan rather than a sample: a test import with your own file answers more questions than any feature list.

Then you need your export files, because the system they came from will be gone. The import works unchanged as long as the files exist. So export now, even if you decide later.

Then your move is a file import plus an initial setup. Expect one to two days.

Yes. Bring a real plan, we import it together and you see on your own estate what arrives and where it snags. Takes an hour.

Statements on the import scope refer to the current version. Statements about Microsoft products follow publicly available vendor information.