Migrate from Planio to Microsoft Project

Planio Projects map directly to Microsoft Project project files (.mpp) or Project Online PWA projects. Project metadata (name, description, identifier, custom fields) migrates as project-level fields. We preserve the project identifier as a custom field in Project since Project does not have a native external-ID equivalent. Project status and archived state require manual review at the destination because Project handles completed projects differently from active ones.

Planio Issues map to Microsoft Project Tasks. Each Issue becomes a Task row with the Issue subject as Task Name, description as Notes, assignee as a Resource assignment, status as % Complete (mapped from Planio status to Project completion states), priority as a custom Priority field, and due date as Finish. Custom fields on Issues migrate to Project custom fields that we pre-create as enterprise custom fields before import.

Planio's sub-issue hierarchy (parent-child Issue relations) maps to Project's task outline indent. We reconstruct the parent-child structure by ordering tasks to match Planio's hierarchy and setting the Outline Level accordingly. Cross-issue relations (blocks, duplicated by, related to) do not have native Project equivalents; we document them as a separate relation table and recommend rebuilding as predecessor links or a separate dependency log in Project.

Planio Time Entries have no direct Microsoft Project equivalent because Project uses resource assignment hours rather than standalone time entries. We map time entries to a custom Task field (Planio Time Hours) on the linked Task and append comments as task notes. For organizations requiring timesheet-level granularity, we recommend Project Online's Timesheet feature as the post-migration replacement for Planio's time tracking module.

Planio custom field definitions (text, integer, float, date, boolean, list, user, version types) must be pre-created in Microsoft Project before bulk Issue import. We extract the full custom field schema from Planio's administration settings, map each type to the nearest Project custom field type (Text, Number, Cost, Date, Flag, or Lookup), and create them as Project Enterprise Custom Fields in Project Online or local custom fields in Project desktop before data migration begins.

Planio Users map to Microsoft Project Resources. We extract the full user list from Planio (name, email, admin flag) and create corresponding Resources in Project. Planio users with no assigned Issues are created as Material Resources or omitted depending on the customer's preference. Enterprise Resources in Project Online require PWA provisioning and may need Active Directory group mapping.

Planio's Watch feature (notify specific users on Issue updates) has no Microsoft Project equivalent. We export watcher assignments as a Note on the Task or as a separate watch-list CSV for the customer's admin to manage manually post-migration. If the destination is Project Online with Teams integration, the customer can use Teams channel notifications as a replacement watcher mechanism.

Planio file attachments on Issues migrate to Project Task attachments. We export file binaries from Planio's document storage, preserve folder hierarchy, and reattach them to the corresponding Tasks during import. Large attachment sets (over 500 files per project) may require chunked transfer with blob storage staging before reattachment.

Planio Wiki pages do not have a native Microsoft Project equivalent. We export wiki content as structured HTML, remap internal Redmine cross-references to placeholder URLs, and deliver the HTML package to the customer for manual upload to a SharePoint document library or Project Online PWA wiki module. We flag any wiki pages that contain process documentation or runbook content as high-priority for the customer to re-create in their chosen documentation platform.

Git and SVN repositories hosted in Planio do not migrate to Microsoft Project. We export repository metadata and commit-to-issue linkage as a structured reference table. The customer must re-link their repositories to a separate Git hosting platform (GitHub, GitLab, Azure DevOps) and manually attach relevant commit links to Project Tasks as hyperlinks. This is explicitly not a code migration; we do not transfer git history.

Planio News posts and Forum threads are low-priority migration objects with no Microsoft Project equivalent. We export these as structured text records with author, timestamp, and content and deliver them as a CSV archive. The customer's project management office decides whether to upload them to a SharePoint news site or treat them as historical reference only.

Planio Help Desk Customers are a distinct role from Users and do not consume a paid seat. They submit tickets via email without full project access. Microsoft Project has no Help Desk or ticketing module. We export Customer records as a contact list CSV and recommend Service Cloud or a standalone ticketing tool if the customer needs to preserve the Help Desk workflow. Customers without a Planio user account do not migrate as Project Resources.