Project Management migration
Field-level mapping, validation, and rollback between 24SevenOffice and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.
24SevenOffice
Source
Microsoft Project
Destination
Compatibility
8 of 12
objects map 1:1 between 24SevenOffice and Microsoft Project.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Migrating from 24SevenOffice to Microsoft Project is a targeted migration: you are extracting project and task data from an all-in-one ERP and loading it into a purpose-built project management platform. Microsoft Project does not include CRM, accounting, or invoicing modules, so Companies, Deals, Invoices, Accounts Receivable, and Accounts Payable records require a separate destination. We map Projects 1:1, preserve task hierarchy with all parent-child relationships and predecessor links, convert 24SevenOffice custom field types to Microsoft Project enterprise custom fields, and handle time entries as task effort on assignments. We do not migrate workflows, automations, or notification rules; we deliver a written inventory of every 24SevenOffice automation for your admin to rebuild in Microsoft Project Online with Power Automate.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a 24SevenOffice object lands in Microsoft Project, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
24SevenOffice
Project
Microsoft Project
Project
1:124SevenOffice Projects map 1:1 to Microsoft Project. We preserve project name, description, status, start and finish dates, owner assignment, budget values, and milestone flags. PMI-standard alignment in the source platform means project metadata is well-structured for migration. 24SevenOffice project-level custom fields convert to Microsoft Project enterprise custom fields with type mapping applied during the transform phase.
24SevenOffice
Task
Microsoft Project
Task
1:1Tasks and Subtasks under Projects migrate with parent-child hierarchy intact. We preserve assignees, due dates, status, estimated hours, and the original task hierarchy (WBS structure). Predecessor relationships are not natively structured in 24SevenOffice's REST API — if predecessors exist as custom fields or linked records in the source, we reconstruct finish-to-start links at migration time using task ID lookup. Custom task fields map individually with type conversion applied.
24SevenOffice
Time Entry
Microsoft Project
Assignment Effort
1:many24SevenOffice Time Entries are standalone records linked to Projects and Users with billable/non-billable flags, timestamps, and duration. Microsoft Project stores effort on Task Assignments rather than as separate time entry records. We split each Time Entry by mapping it to the corresponding Task Assignment on the correct Project, setting the Assignment's remaining work and actual work fields to the logged duration, and preserving billable status as a custom Assignment field. Billing associations to Invoices require a secondary mapping note for the customer to handle in their accounting system.
24SevenOffice
User
Microsoft Project
Resource
1:124SevenOffice User accounts (name, email, role) map to Microsoft Project Resources. We resolve Users by email match against the destination resource list. If the source account uses role-based assignments (e.g., Developer, Project Manager) rather than individual resource assignments, we create typed Resources with those role names and set the Max Units accordingly. Resources without a matching destination identity go to the reconciliation queue for the customer's admin to provision before final import.
24SevenOffice
Custom Field
Microsoft Project
Enterprise Custom Field
lossy24SevenOffice custom properties (text, number, date, dropdown) on Projects and Tasks require explicit type conversion to Microsoft Project enterprise custom fields. Text maps to Text fields, numbers map to Number or Cost fields depending on whether the field represents monetary values, dates map to Date fields, and dropdowns map to Lookup Table fields with values created in the destination. We inspect the source schema during discovery, compare field types, and flag any incompatible conversions before the migration run begins.
24SevenOffice
Note
Microsoft Project
Project Document
1:124SevenOffice Notes attached to Projects or Tasks migrate as Project Documents. We extract note body content and re-attach it as a document record within the Project site in SharePoint (for Project Online) or as a document within the Project for the Web environment. Rich text formatting is preserved where the destination supports it.
24SevenOffice
Attachment
Microsoft Project
SharePoint Document
1:1File attachments referenced by URL in the 24SevenOffice API are downloaded to temporary storage, then uploaded to the associated SharePoint document library under the migrated Project. This applies to Project Online and Project for the Web, which both use SharePoint as the underlying document store. We flag any attachments associated with projects that will be created in a browser-only Project Plan 1 environment, where attachments require manual re-upload since the Plan 1 browser client does not support direct file attachment.
24SevenOffice
Tag
Microsoft Project
No direct equivalent
lossy24SevenOffice tags (flat key-value labels on Contacts, Companies, and Deals) have no Microsoft Project equivalent. Project does not include a tagging schema. We extract all tags during discovery and deliver them as a CSV inventory with their associated record references, so the customer's admin can recreate them as enterprise custom fields, SharePoint column values, or Power Apps data if the tagging context is project-related.
24SevenOffice
Company
Microsoft Project
No direct equivalent
1:124SevenOffice Company records (company name, industry, size, address, associated contacts) have no native Microsoft Project equivalent. Project stores Resources (people and roles), not organizational company records. If the customer's 24SevenOffice implementation uses Company as a project stakeholder or billing entity, we map Company names to Resource names and store the original Company identifier in a custom Resource field. Otherwise, we extract Companies as a separate CSV inventory for migration to a dedicated CRM if one is adopted.
24SevenOffice
Deal
Microsoft Project
No direct equivalent
1:124SevenOffice Deals and pipeline stages have no direct Microsoft Project equivalent. Microsoft Project tracks project schedules and resource assignments, not sales pipeline stages. We extract all Deals as a separate CSV with stage names, values, and owner assignments, and flag the Deal records as requiring a separate CRM migration target if the customer adopts Microsoft Dynamics 365 Sales or another CRM alongside Project.
24SevenOffice
Invoice and Accounts Receivable
Microsoft Project
No direct equivalent
lossy24SevenOffice Invoices, Accounts Receivable, and Accounts Payable records carry country-edition-specific accounting schemas (Norwegian, Swedish, or UK tax codes and chart-of-accounts structures). Microsoft Project does not include accounting functionality. These records require a separate migration to a dedicated accounting platform such as Dynamics 365 Business Central, QuickBooks, or Xero. We extract Invoices and AR records as a separate dataset with the correct country-specific schema mapping applied and deliver them as a migration-ready CSV for the customer's chosen accounting destination.
24SevenOffice
Contact
Microsoft Project
Resource or SharePoint Contact
1:124SevenOffice Contacts (individual people with name, email, phone, address, and lifecycle stage) map partially to Microsoft Project Resources for those who are assigned to tasks. Contacts who are project stakeholders or project managers become Resources; Contacts who are sales or customer relationship records should be flagged for migration to a dedicated CRM. We extract the full Contact list during discovery and apply the Resource mapping to those with project assignment history, delivering the remainder as a separate CSV inventory.
| 24SevenOffice | Microsoft Project | Compatibility | |
|---|---|---|---|
| Project | Project1:1 | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Time Entry | Assignment Effort1:many | Fully supported | |
| User | Resource1:1 | Fully supported | |
| Custom Field | Enterprise Custom Fieldlossy | Fully supported | |
| Note | Project Document1:1 | Fully supported | |
| Attachment | SharePoint Document1:1 | Fully supported | |
| Tag | No direct equivalentlossy | Fully supported | |
| Company | No direct equivalent1:1 | Fully supported | |
| Deal | No direct equivalent1:1 | Fully supported | |
| Invoice and Accounts Receivable | No direct equivalentlossy | Fully supported | |
| Contact | Resource or SharePoint Contact1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
24SevenOffice gotchas
Finago acquisition may change API behavior
Country edition affects accounting schema
No publicly documented bulk export endpoint
Internet dependency with no offline mode
Custom tier gating on module access
Microsoft Project gotchas
Project for the web is being retired and merged into Microsoft Planner
Planner-tier portfolio features are incomplete despite Plan 5 labeling
Web app constraint controls are weaker than the Windows desktop client
Project requires a separate license not bundled with standard Microsoft 365
Project Online API is edition-gated and inconsistently documented
Pair-specific challenges
Migration approach
Discovery and tier selection
We audit the source 24SevenOffice modules in scope (Projects, Tasks, Time Entries, Custom Fields, Notes, Attachments, and any CRM or accounting objects), count active and archived projects, assess task hierarchy depth, and identify custom field schema. We pair this with a Microsoft 365 environment assessment to determine whether the destination is Project for the Web (Project Plan 1), Project Online (Plan 3 or Plan 5), or a hybrid. The discovery output is a written migration scope and a Project tier recommendation with a full object inventory noting which records have and do not have a destination equivalent.
Schema design and custom field mapping
We design the destination schema in the target Project environment. This includes creating enterprise custom fields with the correct types (Text, Number, Cost, Date, Lookup Table), populating lookup table values to match the source dropdown options, and configuring the resource pool with the correct cost rates and capacity units. For CRM and accounting objects with no Project equivalent, we define the separate CSV extraction schema so these datasets are ready for the customer's chosen alternative destination. The schema design is validated in the target environment before any data moves.
Sandbox validation
We run a test migration with a representative sample of 3-5 projects of varying complexity (a simple project, a project with deep task hierarchy, a project with time entries and attachments) into the target Project environment. The customer's project manager validates task structure, predecessor reconstruction, resource assignments, custom field values, and time entry accuracy. Any custom field type corrections, attachment handling decisions (SharePoint link vs. manual re-upload), and resource mapping adjustments are made before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order. Projects and their task hierarchies are migrated first, with parent-child relationships and WBS structure preserved. Time Entries are mapped to task assignments during this phase. Resources are loaded against the resource pool, with unresolved resource names sent to a reconciliation queue for the customer's admin to provision. Attachments are downloaded from 24SevenOffice URLs and uploaded to SharePoint document libraries associated with each Project. CRM and accounting object CSVs are extracted as separate outputs with country-specific schema applied for Invoices and AR records. Custom fields are loaded last with type-conversion applied.
Cutover and final handoff
We freeze 24SevenOffice writes during the cutover window, run a delta pass to capture any records created or modified since the last full export, then close the migration. We deliver the complete Project file or Project Online workspace to the customer and hand off the separate CRM and accounting CSV inventories with destination recommendations. We provide a written automation inventory for every 24SevenOffice workflow and notification rule, with Power Automate flow equivalents documented. We offer a one-week hypercare window to resolve post-migration reconciliation issues. Rebuilding automations in Power Automate is a separate engagement.
Platform deep dives
24SevenOffice
Source
Strengths
Weaknesses
Microsoft Project
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across 24SevenOffice and Microsoft Project.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
24SevenOffice: Not publicly documented — no published rate limit values found in available developer documentation.
Data volume sensitivity
24SevenOffice doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
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FAQ
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