Migrate your Fluid data
All-in-one PMO platform consolidating projects, programs, portfolios, and resources with Gantt scheduling, live effort metrics, and workload visualisation.
In its favor
Why people choose Fluid
The signal that keeps Fluid on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Users consistently cite Fluid's ease of use and intuitive interface as the primary reason for adoption, particularly for teams transitioning from spreadsheets or legacy PM tools.
The drag-and-drop Gantt charts with live effort metrics give resource managers a single view of schedule and workload without requiring manual aggregation from multiple sources.
Comprehensive reporting capabilities are praised across reviews, with teams finding sufficient visibility into project health and portfolio-level status without third-party BI tools.
Responsive customer support is mentioned by multiple reviewers as a differentiating factor, particularly for organisations in the mid-market segment managing complex portfolios.
The all-in-one positioning—managing projects, programs, portfolios, and resources in a unified space—reduces tool sprawl for PMO teams that previously relied on multiple disconnected systems.
Meeting functionality is cited as a gap; users who need integrated meeting agendas, notes, or action-item capture from within the PM tool find Fluid lacking compared to platforms like Monday.com or Asana.
Limited integration ecosystem means teams relying on deep connectors for Slack notifications, Jira sync, or ERP-level billing integration experience friction that other PM platforms do not impose.
Some users report that Fluid's reporting, while comprehensive, requires manual export steps for board-level presentations, creating a gap for organisations that need fully automated executive dashboards.
Reasons to switch
Why people leave Fluid
The recurring reasons buyers give for replacing Fluid. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Fluid fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Fluid pricing overview
Fluid publishes limited public pricing. The Enterprise tier is custom-quoted and requires a sales conversation. Mid-market pricing is not openly listed on the product website or major review platforms.
Professional
Tier 1 of 2
Not publicly published
What's included
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What gets migrated
Fluid object support
Object-by-object support for Fluid migrations. Per-pair details surface during scoping.
Projects
Fully supportedProjects in Fluid map directly to the standard Projects object in most PM platforms. We extract all standard fields including name, description, status, dates, and owner assignment with full fidelity.
Programs
Fully supportedPrograms are top-level groupings of related projects. We preserve the program-to-project parent relationships and map them to Programs or Program objects in the destination platform.
Tasks
Fully supportedTasks carry standard fields (name, status, start/end dates, assignees, priority). We preserve subtask nesting as a flattened structure with parent-reference fields so the destination can reconstruct the hierarchy.
Subtasks
Mapping requiredSubtasks inherit fields from their parent task. Where the destination does not support a separate subtask object, we merge subtask records into the parent task and tag them with a custom Subtask_Title field.
Assignees
Mapping requiredFluid assigns tasks to named users. We extract the user identity and map it to the destination's assignee field. Where the destination uses a numeric user ID or a different identity object, we apply a lookup table built during the scoping phase.
Custom Fields
Mapping requiredCustom Fields are supported but require a pre-migration schema review. We read the field type (text, number, date, picklist, boolean) and generate a corresponding custom field in the destination, flagging any unsupported types for manual review.
Gantt Charts / Schedule Data
Mapping requiredFluid stores task start and end dates that drive its Gantt visualisation. We extract these as standard date fields. The Gantt layout itself is a UI construct and is not migrated; the underlying schedule data is preserved.
Effort Metrics
Mapping requiredLive effort metrics and hours-consumed-versus-planned data are stored per task. We export these as numeric fields and map them to the destination's equivalent effort or time-tracking field, flagging any unit mismatches.
Workload Distribution
Not in this platformWorkload distribution visualisations are computed at runtime from task assignments and are not stored as discrete exportable records. We do not migrate this object.
Flex Statistics / Scenario Models
Not in this platformFlex Statistics mode stores scenario-modelling data in a proprietary analytical format with no documented export endpoint. We do not migrate this object.
| Object | Support | Notes |
|---|---|---|
| Projects | Fully supported | Projects in Fluid map directly to the standard Projects object in most PM platforms. We extract all standard fields including name, description, status, dates, and owner assignment with full fidelity. |
| Programs | Fully supported | Programs are top-level groupings of related projects. We preserve the program-to-project parent relationships and map them to Programs or Program objects in the destination platform. |
| Tasks | Fully supported | Tasks carry standard fields (name, status, start/end dates, assignees, priority). We preserve subtask nesting as a flattened structure with parent-reference fields so the destination can reconstruct the hierarchy. |
| Subtasks | Mapping required | Subtasks inherit fields from their parent task. Where the destination does not support a separate subtask object, we merge subtask records into the parent task and tag them with a custom Subtask_Title field. |
| Assignees | Mapping required | Fluid assigns tasks to named users. We extract the user identity and map it to the destination's assignee field. Where the destination uses a numeric user ID or a different identity object, we apply a lookup table built during the scoping phase. |
| Custom Fields | Mapping required | Custom Fields are supported but require a pre-migration schema review. We read the field type (text, number, date, picklist, boolean) and generate a corresponding custom field in the destination, flagging any unsupported types for manual review. |
| Gantt Charts / Schedule Data | Mapping required | Fluid stores task start and end dates that drive its Gantt visualisation. We extract these as standard date fields. The Gantt layout itself is a UI construct and is not migrated; the underlying schedule data is preserved. |
| Effort Metrics | Mapping required | Live effort metrics and hours-consumed-versus-planned data are stored per task. We export these as numeric fields and map them to the destination's equivalent effort or time-tracking field, flagging any unit mismatches. |
| Workload Distribution | Not in this platform | Workload distribution visualisations are computed at runtime from task assignments and are not stored as discrete exportable records. We do not migrate this object. |
| Flex Statistics / Scenario Models | Not in this platform | Flex Statistics mode stores scenario-modelling data in a proprietary analytical format with no documented export endpoint. We do not migrate this object. |
Gotchas
What to watch for in Fluid migrations
Issues we've hit on past Fluid migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Workload visualisation data is not exportable
Flex Statistics scenario models have no export endpoint
Limited API documentation public availability
Meeting functionality gap requires separate tooling
| Severity | Issue |
|---|---|
| High | Workload visualisation data is not exportable |
| High | Flex Statistics scenario models have no export endpoint |
| Medium | Limited API documentation public availability |
| Low | Meeting functionality gap requires separate tooling |
Leaving Fluid?
Where Fluid customers move next
5 destinations Fluid can migrate to.
How a Fluid migration works
Four steps, Fluid-specific
Connect
Not publicly published on the marketing site. Fluid markets an 'Open API' but auth details (API key vs. OAuth) are documented in the customer-facing knowledge base at knowledge.fluid.work rather than openly. into Fluid. Scopes limited to read-only on the data we move.
Map
We translate Fluid-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Fluid quirks before production.
Migrate
Full migration with Fluid rate-limit handling. Rollback available throughout.
FAQ
Fluid migration FAQ
Answers to the questions buyers ask most during Fluid migration scoping. Not seeing yours? Book a call.
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