Project Management migration
Field-level mapping, validation, and rollback between InLoox and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.
InLoox
Source
Microsoft Project
Destination
Compatibility
11 of 12
objects map 1:1 between InLoox and Microsoft Project.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from InLoox to Microsoft Project is a scheduling-centric migration with three structural challenges that most migration tools miss. First, the InLoox Outlook plugin creates tasks that sync to the central SQL database asynchronously, meaning records created entirely in Outlook may not appear in the web API export; we detect this delta by comparing the API export against Outlook PST data and extract orphaned records before the main load. Second, InLoox custom fields are scoped per-project rather than globally, requiring us to build a field map for each individual project before loading into Microsoft Project's enterprise or project-level custom field definitions. Third, InLoox Gantt task dependencies (predecessors, successors, lag, lead time) live in the task object and must be reconstructed in Microsoft Project using the predecessor-successor chain and constraint date flags. We do not migrate Kanban boards, Mind Maps, or InLoox workflows as there is no structural equivalent in Microsoft Project; we deliver a written inventory of these objects for the customer's PMO to address post-migration.
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 InLoox 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.
InLoox
Project
Microsoft Project
Project (MPP or Project for the Web project)
1:1InLoox Projects map directly to Microsoft Project project files or Project for the Web project records. We extract project name, description, status, start date, end date, and custom fields. InLoox project-level custom fields map to Microsoft Project enterprise custom fields (if using Project Web App) or project-level custom fields. Project grouping, if used (InLoox project groups), maps to a summary project or a folder convention in the destination.
InLoox
Phase / Milestone
Microsoft Project
Summary Task or Milestone Task
1:1InLoox phases are sequenced sub-containers within a project. We preserve phase order, milestone flags, and milestone due dates. Milestone-flagged phases map to Microsoft Project milestone tasks (zero-duration tasks with a milestone marker). Summary tasks are created using the InLoox phase name with the phase's child tasks indented beneath it. Phase-level custom fields map to summary task custom fields.
InLoox
Task / Subtask
Microsoft Project
Task (with WBS hierarchy)
1:1InLoox tasks and subtasks carry assignees, due dates, priority, completion status, and checklist items. We preserve the task hierarchy using WBS numbering and outline level in Microsoft Project. Subtask indentation reconstructs the parent-child relationship. Task-level custom fields migrate to the corresponding Microsoft Project task custom fields. Constraint dates from InLoox (Start No Earlier Than, Finish No Later Than) map to Microsoft Project task constraint types.
InLoox
Gantt Dependency (predecessor/successor)
Microsoft Project
Predecessor field
1:1InLoox stores Gantt task dependencies as predecessor-successor properties within the task object. We extract every predecessor relationship (task ID, dependency type, lag or lead time) and reconstruct the chain in Microsoft Project using the Predecessors field with FS (Finish-to-Start), SS, FF, or SF dependency type notation. Lag time converts to the Lag field in days or hours. If InLoox constraint dates do not align with the calculated forward schedule from predecessor links, we flag the conflict for manual resolution.
InLoox
Resource / Team Member
Microsoft Project
Resource
1:1InLoox resources (user assignments on tasks and projects) map to Microsoft Project resources. We match by email address. Resource name, email, and role (if present) migrate to the Resource Name, Initials, and Group fields in Microsoft Project. If InLoox resource rates or cost-per-hour values exist, these map to the resource Rates table in Microsoft Project. InLoox custom project roles (up to 10 on Unlimited) map to the Resource Group or Notes field as there is no direct role object in Microsoft Project desktop; Project Online PWA supports enterprise resource plan roles if that is the destination.
InLoox
Time Entry
Microsoft Project
Task Usage / Assignment (hours view)
1:1InLoox billable and non-billable time logs tied to tasks or projects migrate to Microsoft Project as assignment-level work values. The logged hours, date, user, and description map to the Assignment Work field. Microsoft Project does not have a dedicated time-entry object, so time logs appear as work hours against the task assignment in the Task Usage view. Billable rate fields from InLoox map to the Assignment Cost field if resource rates are set. We preserve the InLoox time-entry description in the Assignment Notes field.
InLoox
Document / Attachment Link
Microsoft Project
Hyperlink or Document (SharePoint/OneDrive)
1:1InLoox links to SharePoint Online document libraries or file server paths migrate as hyperlinks in Microsoft Project. If the destination environment uses SharePoint or OneDrive (common with Project Online), we map the InLoox document URL to a SharePoint hyperlink on the relevant task or summary task. File content itself does not migrate; only the URL reference is preserved. Document metadata (version, author, date) migrates as task-level or project-level custom fields if the destination supports them.
InLoox
Budget / Budget Line
Microsoft Project
Cost fields (Summary Task or Custom Fields)
1:1InLoox budget totals and line items (scoped to the project) require field mapping to Microsoft Project because Project does not have a native budget object. We map InLoox budget totals to a project-level custom Cost field and individual budget line items to task-level cost fields where applicable. Currency fields from InLoox map to Microsoft Project's currency display settings. If the destination is Project Online with PWA, budget fields map to the Cost Type and Budget columns in the Project Web App.
InLoox
Risk Record
Microsoft Project
Custom Fields (Risk metadata) or Notes
1:1InLoox risk objects include title, description, probability, impact, and status. These map to a set of custom fields on the relevant task (Risk Probability, Risk Impact, Risk Status) plus the task Notes field for the full risk description. Probability and impact numeric values migrate as integer or decimal custom fields. If the destination is Project Online with Project Web App, risks can be tracked in the built-in Issues and Risks feature of PWA, which we configure during schema setup.
InLoox
Checklist
Microsoft Project
Task Notes (structured) or Custom Fields
1:1InLoox inline checklists on tasks store each entry with its completion state. We extract every checklist item, its completion status, and parent task association. Completed items migrate as checked markdown in the Microsoft Project task Notes field. For open checklist items, we create a custom Text1 field with a delimited list of remaining items. The Notes approach preserves the human-readable structure; a structured custom field approach is available if the customer's PMO prefers column-based visibility.
InLoox
Kanban Board
Microsoft Project
Planner task labels / Board columns (Project for the Web)
lossyInLoox Kanban column definitions are project-specific with column names and card positions. Microsoft Project (desktop and PWA) does not have a native Kanban view. If the destination is Microsoft Project for the Web / Planner Premium, we map Kanban column names to Planner bucket names and preserve card position as task order within the bucket. We document the column count and card distribution for the customer's admin to verify post-migration. Kanban does not migrate to Microsoft Project desktop.
InLoox
Mind Map
Microsoft Project
None
1:1Mind maps are stored in a proprietary structured format in InLoox with no public API endpoint and no standard export format. We detect mind map nodes during data extraction and flag their existence in the migration report. We do not migrate mind map nodes; we recommend the customer capture screenshots or exports manually before the migration window. This exclusion is documented in the handoff report.
| InLoox | Microsoft Project | Compatibility | |
|---|---|---|---|
| Project | Project (MPP or Project for the Web project)1:1 | Fully supported | |
| Phase / Milestone | Summary Task or Milestone Task1:1 | Fully supported | |
| Task / Subtask | Task (with WBS hierarchy)1:1 | Fully supported | |
| Gantt Dependency (predecessor/successor) | Predecessor field1:1 | Fully supported | |
| Resource / Team Member | Resource1:1 | Fully supported | |
| Time Entry | Task Usage / Assignment (hours view)1:1 | Fully supported | |
| Document / Attachment Link | Hyperlink or Document (SharePoint/OneDrive)1:1 | Fully supported | |
| Budget / Budget Line | Cost fields (Summary Task or Custom Fields)1:1 | Fully supported | |
| Risk Record | Custom Fields (Risk metadata) or Notes1:1 | Fully supported | |
| Checklist | Task Notes (structured) or Custom Fields1:1 | Fully supported | |
| Kanban Board | Planner task labels / Board columns (Project for the Web)lossy | Fully supported | |
| Mind Map | None1:1 | 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.
InLoox gotchas
InLoox 11 feature parity gaps with InLoox 10
Outlook-plugin-local task data escapes the web API
API access is tier-gated with no public rate limit documentation
Custom fields vary per project, not a global schema
Mind maps have no exportable API format
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 environment assessment
We audit the InLoox environment across tier (Starter/Professional/Enterprise/Unlimited), active project count, per-project custom field definitions, Gantt dependency density, time-entry volume, and resource count. We identify whether the customer uses the Outlook plugin and assess the likelihood of orphaned local task records by reviewing a sample of user mailboxes. We confirm the Microsoft Project destination variant (desktop MPP, Project for the Web, or Project Online PWA) because the import mechanism and custom field model differ significantly. The discovery output is a written migration scope with record counts per object, a custom field inventory per project, and a recommendation on the Microsoft Project destination tier.
Dual-track data extraction (web API and PST)
We extract data from InLoox via the web API, pulling projects, phases, tasks, resources, time entries, budgets, risks, and Gantt dependencies in structured JSON. In parallel, we assess the Outlook PST files for each user who has the InLoox Outlook plugin installed to identify tasks created in Outlook that do not appear in the API export. We reconcile the PST-isolated tasks back to their parent project using email metadata, folder naming conventions, and InLoox plugin event logs where available, and add them to the extraction set. This dual-track extraction is the only way to guarantee complete task coverage.
Destination schema design and field mapping
We design the Microsoft Project destination schema. For Project desktop (MPP), we configure custom fields using the Field List dialog, map InLoox per-project custom fields to named custom fields, and define the resource pool. For Project Online PWA, we provision enterprise custom fields with lookup tables for categorical fields. We build the per-project field map: for each InLoox project with custom fields, we identify the InLoox field name, type (string, integer, decimal, list, currency), and scope, then map it to the equivalent Microsoft Project custom field definition. Gantt dependency types (FS/SS/FF/SF) are mapped from InLoox's internal dependency model, and constraint dates are mapped to Microsoft Project task constraint types. The schema is validated in a test environment before production migration.
Test migration and schedule validation
We run a full migration into a test Microsoft Project file or Project Online sandbox environment using a representative sample of projects (at least one simple project and one complex project with high dependency density). We validate record counts for every object, spot-check task hierarchy (WBS and outline indentation), verify predecessor link accuracy by comparing calculated finish dates against InLoox source dates, confirm resource assignments map by email match, and check time entry totals against source totals. Any mapping corrections and dependency chain issues are resolved here before the production migration begins. The customer reviews the test output and signs off.
Production migration in dependency order
We run production migration in the correct dependency order: resources first (to populate the resource pool), then projects, then summary tasks (phases/milestones), then tasks with hierarchy and custom fields, then predecessor links (after all task IDs are stable), then time entries as work assignments, then documents as hyperlinks, then budgets and risks as custom fields. Each phase emits a row-count reconciliation report. If any orphaned Outlook tasks are discovered mid-migration, they are added to the extraction queue and inserted before the final phase closes.
Cutover, validation, and handoff documentation
We freeze InLoox writes during cutover, run a final delta migration of any records modified during the migration window, then enable Microsoft Project as the system of record. We deliver a migration report documenting every object migrated, every custom field mapped per project, every Kanban board and Mind Map identified (with a manual-rebuild recommendation), every orphaned Outlook task recovered from PST, and every Gantt dependency reconstructed. We do not rebuild InLoox automations or workflows in Microsoft Project; the written inventory of these is part of the handoff package for the customer's PMO to address in a separate engagement.
Platform deep dives
InLoox
Source
Strengths
Weaknesses
Microsoft Project
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 1 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 InLoox and Microsoft Project.
Object compatibility
1 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
InLoox: Not publicly documented; tier-gated — higher on Professional, unlimited on Enterprise/Unlimited.
Data volume sensitivity
InLoox 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
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FAQ
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