Migrate from Planview AdaptiveWork to Trello

Planview AdaptiveWork Projects map to Trello Boards. Project name becomes Board name, Project description becomes Board description, and Project status (Active, On Hold, Completed) maps to Trello's Board visibility or an Archives pattern. Custom fields on Projects (picklist type) migrate as Power-up fields or card labels; free-text custom fields cannot render in Trello card views without a Power-up such as Custom Fields. We preserve the original Planview Project ID in a card label or custom field for audit traceability.

Planview AdaptiveWork Tasks map to Trello Cards. Task name becomes Card title, Task description becomes Card description, and Task status maps to Card list position or a label. Tasks nested under parent Tasks flatten into separate Cards within the same Board; we preserve the parent-child relationship using Card labels (e.g., parent_task_id) so the hierarchy can be reconstructed visually via Power-ups like Hierarchy or Card repeater. Unlimited nesting depth in Planview reduces to one level of parent-child labeling in Trello.

Planview AdaptiveWork Milestones map to Card due dates on the relevant Project Board. Milestone name becomes Card title with a Milestone label; Milestone target date becomes the Card due date. Multiple Milestones that share the same date may result in multiple Cards or a consolidated milestone card with a checklist. We flag that Roadmap visibility (a Planview configuration) has no Trello equivalent; the customer's team should use a dedicated Roadmap Board or a Power-up such as BigPicture if portfolio-level milestone tracking is required.

Planview AdaptiveWork Users map to Trello workspace Members by email match. We resolve every User referenced in task assignments and resource allocations before migration. Users without matching Trello accounts go to a reconciliation queue for the customer's admin to provision. We preserve Planview role and working calendar data in a Board description note for reference; Trello does not have a native working calendar or capacity view.

Picklist-type Custom Fields in Planview AdaptiveWork migrate to Trello Custom Fields Power-up (Premium) or Labels (Standard/Free). We confirm the destination Trello plan tier during scoping because Custom Fields is a Premium feature. Free and Standard plans use Labels as the semantic equivalent, with the picklist values mapped to specific label colors and names. We note that free-text Custom Fields cannot render on Trello card faces without a Power-up; these are documented in the unsupported-config inventory.

Planview AdaptiveWork task-to-task predecessor/successor dependencies have no native Trello equivalent. We migrate dependency relationships as Labels (e.g., depends_on: CARD_ID) on the dependent card. The customer's team can use a Power-up such as Dependency Grid, Card Relationships, or Planyway to visualize and manage the dependency chain in Trello. We do not guarantee functional dependency enforcement (e.g., blocking card movement until a predecessor is complete) as that requires a third-party Power-up.

Planview AdaptiveWork Time Entries (hours logged against Tasks and Projects) have no native Trello equivalent. We extract time entry summaries and attach them as a Card checklist item or Card description block showing hours by date and user. For full time-tracking capability post-migration, we recommend enabling a Power-up such as Card Duration, Tempo Timesheets, or Everhour. Time entry approval workflows cannot migrate.

Planview AdaptiveWork financial data (budget line items, cost types, revenue, billing) has no Trello equivalent. We export the financial dataset as a structured CSV (Project, Task, Budget, Actual, Variance, Currency) and attach it to the Board or deliver it separately. If the customer requires budget tracking inside Trello, we recommend a Power-up integration with QuickBooks, Xero, or a connected BI tool. We do not create Trello Cards representing financial line items.

Planview AdaptiveWork Customers (external client organizations linked to Projects) map to a Trello Label (e.g., Client: Acme Corp) or a Custom Fields Power-up entry if the destination plan supports it. We extract the Customer name and project association from the source record. If the customer uses a CRM integration (Salesforce, HubSpot), we document the entity relationship for re-linkage post-migration.

Planview AdaptiveWork Project and Task Templates (workflow structure, default fields, pre-populated tasks) cannot migrate as functional templates in Trello. We export template definitions and task structure as a written document and, where feasible, create a Trello Board Template as a starting point. The customer's team rebuilds the workflow automation in Butler from the written template documentation.

Planview AdaptiveWork resource capacity planning (user availability, skills, workload distribution, working calendars) has no Trello equivalent. We extract user allocation data as a CSV showing capacity versus assignment per project. Trello card Members represent task assignment only, with no capacity calculation. If the customer requires capacity planning post-migration, we recommend a dedicated resource management Power-up or a separate resource planning tool.

Planview AdaptiveWork document links (SharePoint, Box) reference files stored in the source document system. We migrate the URL references as Card attachments pointing to the original location. The actual file content remains in SharePoint or Box and must be transferred separately via the source document system. We flag the document transfer as a separate workstream in the migration plan.