Project Management migration

Migrate from 24SevenOffice to Microsoft Project

Field-level mapping, validation, and rollback between 24SevenOffice and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.

24SevenOffice logo

24SevenOffice

Source

Microsoft Project

Destination

Microsoft Project logo

Compatibility

67%

8 of 12

objects map 1:1 between 24SevenOffice and Microsoft Project.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

24SevenOffice logo

24SevenOffice

What's pushing teams away

  • Interface lacks intuitiveness — multiple G2 reviewers cite steep learning curves and older UI design compared to modern tools like Jira, creating friction for new users.
  • Pricing at $31–47 per user per month is too high for small companies, with at least one reviewer noting the cost outweighs value for bootstrapped teams.
  • Internet dependency creates availability issues — a reviewer in Colombia reported that connectivity failures prevent software use entirely, a concern for teams in regions with unstable broadband.
  • Lack of native alerting and notification automation requires external scripts to trigger business-event notifications, making the platform less real-time than competitors.
  • JIRA comparison appears unfavorably — a reviewer explicitly preferred Jira's interface for power users, suggesting the platform serves beginners better than advanced project managers.

Choosing

Microsoft Project logo

Microsoft Project

What's pulling them in

  • Organizations already running Microsoft 365 and Azure AD adopt Microsoft PPM because it slots into existing identity, Teams, and SharePoint infrastructure without requiring a separate identity provider or SSO vendor.
  • Enterprise PMOs choose it for critical-path scheduling, baseline comparison, cross-project dependencies, and resource utilization reporting that standalone PM tools cannot replicate at this depth.
  • Project Online's integration with Power BI gives portfolio-level dashboards and cost-rollup reporting that satisfies executive governance requirements without third-party BI tooling.
  • Government, financial services, and healthcare organizations select it because FedRAMP, ISO 27001, and SOC 2 compliance certifications meet enterprise procurement requirements out of the box.
  • Large IT departments default to it as the market-leader in project portfolio management software, often driven by corporate licensing agreements that bundle it with other Microsoft 365 seats.

Object mapping

How 24SevenOffice objects map to Microsoft Project

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

maps to

Microsoft Project

Project

1:1
Fully supported

24SevenOffice 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

maps to

Microsoft Project

Task

1:1
Fully supported

Tasks 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

maps to

Microsoft Project

Assignment Effort

1:many
Fully supported

24SevenOffice 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

maps to

Microsoft Project

Resource

1:1
Fully supported

24SevenOffice 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

maps to

Microsoft Project

Enterprise Custom Field

lossy
Fully supported

24SevenOffice 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

maps to

Microsoft Project

Project Document

1:1
Fully supported

24SevenOffice 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

maps to

Microsoft Project

SharePoint Document

1:1
Fully supported

File 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

maps to

Microsoft Project

No direct equivalent

lossy
Fully supported

24SevenOffice 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

maps to

Microsoft Project

No direct equivalent

1:1
Fully supported

24SevenOffice 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

maps to

Microsoft Project

No direct equivalent

1:1
Fully supported

24SevenOffice 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

maps to

Microsoft Project

No direct equivalent

lossy
Fully supported

24SevenOffice 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

maps to

Microsoft Project

Resource or SharePoint Contact

1:1
Fully supported

24SevenOffice 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.

Gotchas + challenges

What specifically takes care here

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 logo

24SevenOffice gotchas

Medium

Finago acquisition may change API behavior

High

Country edition affects accounting schema

High

No publicly documented bulk export endpoint

Medium

Internet dependency with no offline mode

Medium

Custom tier gating on module access

Microsoft Project logo

Microsoft Project gotchas

High

Project for the web is being retired and merged into Microsoft Planner

Medium

Planner-tier portfolio features are incomplete despite Plan 5 labeling

Medium

Web app constraint controls are weaker than the Windows desktop client

High

Project requires a separate license not bundled with standard Microsoft 365

Medium

Project Online API is edition-gated and inconsistently documented

Pair-specific challenges

  • CRM and accounting objects have no Microsoft Project equivalent

    Microsoft Project stores project schedules, tasks, and resources. It does not include CRM, accounting, invoicing, or Accounts Payable functionality. 24SevenOffice Companies, Deals, Invoices, Accounts Receivable, and Accounts Payable records cannot be loaded into Microsoft Project and must be migrated to a separate destination. We identify the complete set of non-PM objects during discovery, extract them as separate migration-ready datasets, and flag the appropriate destination for each object type. If the customer does not already have a CRM or accounting system, this gap is a significant planning item requiring a tool selection decision before migration begins.

  • Custom field type conversion is not automatic

    24SevenOffice custom properties support text, dropdown, number, and date types. Microsoft Project enterprise custom fields use Text, Number, Cost, Date, Flag, and Lookup Table field types. Dropdown properties in 24SevenOffice must be mapped to Lookup Table fields in Project, and any values that do not exist in the destination must be pre-created before import. Number fields that represent currency must be explicitly mapped to Cost fields if the customer wants the Project resource cost calculations to function. We inspect the full source custom field schema during discovery, produce a type-conversion matrix, and apply it during the transform phase before any records are loaded into the destination.

  • Project Online Plan 1 does not support file attachment upload

    Microsoft Project Plan 1 ($10/user/month) is a browser-only client using Project for the Web. It does not support uploading file attachments directly to tasks or projects within the web interface. Organizations using 24SevenOffice file attachments on Projects or Tasks must either move attachments to SharePoint and link them manually, upgrade to Project Plan 3 or Plan 5 for the desktop client's attachment capability, or accept manual re-upload post-migration. We identify every attachment during discovery and flag each one against the destination Plan tier before migration begins.

  • Workflows, automations, and notification rules do not migrate

    24SevenOffice property-triggered workflow rules, automation sequences, and notification scripts have no Microsoft Project equivalent. Microsoft Project Online has no native workflow engine; basic automation requires Power Automate (a separate Microsoft 365 license). We do not migrate automation rules as code. We deliver a written inventory of every active 24SevenOffice automation with its trigger conditions, actions, and a recommended Power Automate flow equivalent, plus the estimated rebuild scope for the customer's admin or a Power Platform partner.

Migration approach

Six steps for a successful 24SevenOffice to Microsoft Project data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Context on both ends of the pair

24SevenOffice logo

24SevenOffice

Source

Strengths

  • Combines CRM, ERP, project management, and invoicing in a single cloud platform, reducing tool fragmentation for SMBs.
  • AI-assisted accounting features automate invoice categorization and provide predictive financial insights.
  • Integrated time tracking with billable hours directly connected to invoicing for project-based billing workflows.
  • Cloud-native architecture accessible from any device without local installation, supporting distributed and remote teams.
  • Project management module follows PMI standards with audit workflows and interactive financial dashboards.

Weaknesses

  • Interface rated as unintuitive and visually outdated compared to modern competitors, creating steep onboarding curves.
  • Full dependency on internet connectivity — no offline mode available, making it unreliable in regions with poor broadband.
  • Pricing at $31–47 per user per month positions it at mid-market cost, which smaller teams find prohibitive.
  • Native alerting and notification system lacks configurability, requiring external middleware for business-event triggers.
  • Limited public API documentation and lack of a documented bulk export endpoint complicates programmatic data extraction.
Microsoft Project logo

Microsoft Project

Destination

Strengths

  • Deep critical-path scheduling with baseline comparison and cross-project dependency tracking unmatched by lighter PM tools.
  • Native Azure AD authentication, Teams integration, and Power BI reporting sit on infrastructure enterprises already license and manage.
  • Enterprise governance controls including demand intake workflows, resource request approval, and portfolio-level capacity analysis.
  • Supports both Waterfall and Agile methodologies within the same project, accommodating hybrid delivery teams.
  • Scalable from Project Plan 1 for small teams to Project Server on-premises for regulated industries with strict data-sovereignty requirements.

Weaknesses

  • Ease-of-use scores trail the category average by a wide margin; onboarding friction frustrates new users consistently across G2 and Capterra reviews.
  • Pricing ranks 42nd of 49 tools in its category — the total cost of ownership including IT administration and training is rarely recovered for small or mid-market teams.
  • No built-in client portal, external stakeholder sharing, or proofing workflow, limiting use cases to internal PMO environments only.
  • The web interface (Project for the web / Planner Premium) has materially weaker constraint controls and resource auto-leveling than the Windows desktop client.
  • Project for the web is being consolidated into Microsoft Planner, creating uncertainty about which product tier will host project portfolio data long-term.

Complexity grading

How hard is this migration?

Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across 24SevenOffice and Microsoft Project.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    24SevenOffice: Not publicly documented — no published rate limit values found in available developer documentation.

  • Data volume sensitivity

    B

    24SevenOffice doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your 24SevenOffice to Microsoft Project migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about 24SevenOffice to Microsoft Project data migrations

Answers to the questions buyers ask most during 24SevenOffice to Microsoft Project migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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No. Microsoft Project stores project schedules, tasks, and resources. Contacts, Companies, and Deals are CRM records with no Microsoft Project equivalent. We extract these objects as separate migration-ready CSV datasets during the migration run and flag them for a dedicated CRM migration. If the customer is adopting Microsoft Microsoft Dynamics 365 Sales alongside Microsoft Project, these datasets map directly to the Dynamics 365 data model. If no CRM is in place, we deliver the inventories with the migration and the customer selects a target system separately.

Adjacent paths

Related migrations to explore

Ready when you are

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