Migrate from Deltek Project Portfolio Management to monday Work Management

Deltek Projects map to monday.com Boards. Each Deltek project name becomes a Board title. Deltek project status (Win, Plan, Execute, Analyze) maps to a Board status column we configure. Project manager assignment maps to a Person column owner on the Board. Deltek's project-level custom fields (billing type, contract type, project classification) map to Board-level custom columns. Note: if the Deltek project contains WBS elements, the WBS becomes a Group hierarchy within the Board (see WBS mapping). The Portfolio solution on monday.com Enterprise then links multiple Boards as a portfolio, which is the nearest equivalent to Deltek's PM Compass cross-project view.

Deltek WBS elements map to monday.com Groups within a Board. The numeric WBS identifier (e.g., 1.2.3) maps to a Text column for reference, and the WBS name maps to the Group name. Deltek WBS-level custom fields (e.g., phase, cost category, responsible person) map to Group-level columns. Numeric rollup calculations that Deltek computes automatically (e.g., WBS total hours, WBS total cost) do not have a native monday.com equivalent; we store the computed totals as read-only Number columns and document the calculation formula. For WBS hierarchies deeper than one level, we create nested Groups using monday.com's subitems feature or a dedicated hierarchy column.

Deltek stores named schedule baselines and budget baselines as distinct published plan versions. monday.com has no native baseline concept; the current board state is the only stored snapshot. We handle this by creating a dedicated baseline board (separate from the active project board) where we import the published baseline as static Item records with fixed Number columns for planned hours and planned cost per WBS element. During cutover we configure a monday.com named view that the customer can reference alongside the live board. We document which monday.com snapshot or mirror-board strategy the customer prefers. Unpublished plan revisions are not included per Deltek's export behavior.

Deltek Resources (employees, consultants, equipment) export via the Planning Data Export CSV with utilization and rate data. We map Deltek Resource IDs to monday.com workspace members and create a People column on the project board. Deltek role rates and billing rates migrate to a Number column on the resource profile. monday.com's Resource Management feature (Work Management and Enterprise tiers) provides a cross-board utilization view that partially replaces Deltek's resource planner. We link each monday.com board to the Resource Management view and map Deltek assignment hours to the Resource Management allocation entries. Note that monday.com Resource Management does not support WBS-level assignment granularity by default; assignments are board-level.

Deltek assignments link WBS elements to Resources with hours and dates. We map each Deltek assignment to a monday.com Item within the appropriate Group (mapped from the WBS), with the Assignee set to the mapped monday.com user, and Start Date, Due Date, and Estimated Hours columns populated from the assignment data. Deltek's effort-driven vs. duration-driven scheduling nuance does not transfer; monday.com uses duration-based task tracking by default. We flag this scheduling assumption change for the customer's project manager during scoping.

Deltek Planning Data Export provides planned labor hours, expense amounts, and consultant costs in separate columns. We chunk these by cost type and map them to monday.com Number columns on the WBS-level Group or Item. If the customer licenses monday.com Work Management Enterprise, we use the Budget column type which supports planned vs. actual comparison at the project level. Deltek's cost code taxonomy (Billing Types, Indirect Cost Codes, WBS Cost Categories) requires an explicit mapping table during scoping because there is no universal mapping from Deltek cost codes to monday.com's standard columns. We validate that budget rollup totals match post-migration to within 0.01% of the Deltek source totals using a reconciliation script.

Deltek milestones export via the Project List Export with dates, names, and deliverables. We map these to monday.com Milestone column values attached to the relevant Group or Item (WBS element). Milestone dates, names, and deliverables migrate directly. Flagged milestone and constraint types (as soon as possible, no later than, etc.) migrate as a Text column for documentation since monday.com's Milestone column is date-only.

Deltek Risk registers export as structured data with risk score, probability, impact, and mitigation plan. monday.com does not have a native Risk object, so we import risks as Items with a Status column filtered to Risk values (High, Medium, Low) and a custom Risk Score Number column. Probability and impact ratings migrate as separate Number columns. Mitigation actions migrate as Subitems on the Risk Item. We add a Risk Flag (checkbox) column to identify these records across the board. This approach allows filtering by risk severity but does not replicate Deltek's dedicated risk dashboard.

Deltek User-Defined Data forms export with the Project List Export. We handle text, number, date, and picklist types. Picklist values require an explicit mapping from the Deltek UDA picklist domain to monday.com Dropdown or Status column values. Text UDA values migrate as Text columns. Number UDA values migrate as Number columns. Date UDA values migrate as Date columns. Rich text UDA content (e.g., UDA fields with formatted notes) migrates as a Text column with the raw content. We flag any UDA with more than 20 distinct picklist values because monday.com's Dropdown column has display limits at high cardinality.

Deltek PIM exports documents in a folder structure mirroring the PIM pool. We extract the archive, reconstruct the project-relative folder tree, and attach files to their parent Board or to the relevant Group/Item in monday.com. File metadata (author, created date, modified date) migrates to File column properties where monday.com supports them. Note that monday.com does not support a folder hierarchy; files are listed flatly on the Board or Item. If FileStream was not enabled in Deltek, we extract PIM document URLs and note that file binaries require a separate manual retrieval step before we can attach them.

Deltek's four-stage project lifecycle (Win, Plan, Execute, Analyze) maps to a monday.com Status column with these four values, or to Group-level organization if the customer prefers grouping by lifecycle stage. Deltek custom project status values (e.g., On Hold, Closed, Cancelled) map to additional Status values. We configure the Status column during schema setup so that project-level filtering and reporting in monday.com can reference the Deltek project status.

Time entry capture is handled by Deltek Ajera or Deltek Costpoint in the Deltek ecosystem, not by the standalone PPM tools. Time entries do not live in the Deltek PPM data model and are not available for export via the Planning Data Export. If the customer uses a monday.com-compatible time tracking integration (e.g., Toggl, Clockify, or Harvest), we deliver a mapping table of Deltek labor cost categories to the target time tracking tool for manual setup by the customer's admin. This is not a data migration; it is a configuration guidance deliverable.