Migrate from Microsoft Project to monday Work Management

Microsoft Project plans become Monday Boards. Board name, description, and creation date are preserved. Each plan's project-level custom fields map to custom columns on the Board itself or on Items within the Board depending on whether the field applies to the project as a whole.

One Microsoft Project plan may contain multiple projects; we collapse these into separate Monday Boards or consolidate into one board using folder structure. Your admin chooses the layout before migration — folders are recommended for programs with more than 5 related projects to preserve grouping.

Microsoft Project tasks map directly to Monday Items. Task name becomes Item name, start/end dates map to Date columns, and percent complete maps to Status. Task outline level (hierarchy) is preserved through Monday's Grouping or Subitems structure depending on the board view your team selects.

Microsoft Project finish-to-start dependencies map to Monday Dependencies. Monday's dependency model is cell-level within a board — we link the source Item to the target Item preserving direction. Cross-board dependencies cannot use Monday's native column and are stored in a custom text column with a warning flag for your admin to resolve post-migration.

Generic resources migrate as Monday Users with email matching, full name, and initials preserved. Material resources in Microsoft Project do not have a direct Monday equivalent — we create them as Users with a Resource_Type__c custom column set to 'Material' so your admin can distinguish them from human assignees.

Each resource assigned to a task in Microsoft Project becomes an Assignee on the corresponding Monday Item. The work hours (hours field) from the assignment record map to a Work column on the Item. Units from the assignment (hours or minutes) are normalized to a consistent unit and stored in a custom column.

Microsoft Project milestone tasks become Monday Items with the Milestone column enabled. The milestone date is preserved in the Date column and the Milestone flag is set to Yes. Milestone name is the Item name. Zero-duration milestones from Microsoft Project are handled identically.

Microsoft Project custom task fields map to Monday custom columns by type: text fields to Text columns, numbers to Number columns, dates to Date columns, and pick-list values to Dropdown columns. We create each custom column in the destination board before the migration run so the column IDs are ready for field mapping. Text fields over 1,500 characters are split across an Item update and a Text column.

Task and project attachments are downloaded from Microsoft Project and re-uploaded to Monday's Files attached to the corresponding Item. Monday's file size limit is 500MB per file on Enterprise plans; we flag any attachments exceeding this threshold before migration so your team can decide whether to compress or exclude them.

Microsoft Project task notes map to Monday Item updates when the note is brief and plain text. Rich-text or multi-paragraph notes are stored in a Text column on the Item. Notes with formatting that cannot be represented in Monday are captured as Item updates with a plain-text conversion and a flag noting the original format.

Microsoft Project baselines have no direct Monday equivalent — there is no baseline comparison view in Monday natively. We preserve baseline start, baseline finish, and baseline cost as custom Date and Number columns (Baseline_Start__c, Baseline_Finish__c, Baseline_Cost__c) so your team can manually compare current values against baseline values in a filtered view.

Microsoft Project resource calendars define working days and hours per resource. Monday's Workload view shows assigned hours but does not have a resource calendar concept. We preserve resource calendar data (working days and exceptions) as a custom Text column on the User profile for reference and manual configuration in Monday's Workload view settings.

Microsoft Project project calendars define the working days for all tasks in a plan. Monday applies board-level scheduling that applies to all Items. We map the project calendar's working days to Monday's board scheduling settings (Business days toggle) and note non-working days from the calendar as exceptions.

Microsoft Project stores timephased work and cost data per assignment period (daily, weekly, monthly). Monday does not have a native timephased model for work distribution. We capture the total work per assignment in a Work column; timephased breakdown is stored as a JSON-formatted custom Text column for reference and manual rebuild if detailed capacity planning is required.