Project Management migration
Field-level mapping, validation, and rollback between TeamWork Live and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.
TeamWork Live
Source
Microsoft Project
Destination
Compatibility
8 of 11
objects map 1:1 between TeamWork Live and Microsoft Project.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from TeamWork Live to Microsoft Project is a structural migration from a web-native collaboration tool to a scheduling-centric platform in the Microsoft 365 ecosystem. TeamWork Live organizes work around Projects and Task Lists with per-project client access and built-in time tracking; Microsoft Project centers on task hierarchies, dependency chains, baselines, and resource assignments with Gantt visualization. We preserve the task-list sequence from TeamWork Live (which is not exposed as a first-class API field) by carrying it as a sort-order attribute during ingest, and we handle the custom-field gap for Starter-tier TeamWork Live accounts where no custom field definitions exist in the API response. Collaboration features, guest access, and client-facing permissions do not transfer directly — we document the existing permission matrix so it can be reconfigured in SharePoint or Planner after migration. Workflows, automations, and recurring task patterns in TeamWork Live do not migrate as code; we deliver a written inventory of every active rule for the customer's admin to rebuild in Power Automate or Planner Premium.
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 TeamWork Live 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.
TeamWork Live
Project
Microsoft Project
Project (Planner Plan or MPP)
1:1TeamWork Live Projects map to Microsoft Planner Plans or Project desktop project files depending on the destination tier. Project name, description, status (active/archived), start date, and due date migrate as-is. Client linkage from TeamWork Live does not transfer to a native Project field; we document the client association in a custom field or SharePoint site metadata for the customer's admin to configure in Planner or the associated Project Online site.
TeamWork Live
Task
Microsoft Project
Task (Planner) or Task in Project Desktop
1:1TeamWork Live Tasks map to Planner Tasks or Project Desktop task rows. Task title, description, status (active/complete), priority, assignee (by email to Microsoft 365 user lookup), and due date migrate directly. Start date maps from TeamWork Live's optional start date field. The original task completion percentage from TeamWork Live sets the Planner task percent complete or the Project Desktop % Complete field.
TeamWork Live
Task List
Microsoft Project
Section (Planner) or Task List grouping
lossyTeamWork Live Task Lists have no direct Planner equivalent, but Planner Sections serve as a grouping mechanism. We map each TeamWork Live Task List name to a Planner Section within the target Plan. Task ordering within lists is not stored as a first-class API attribute in TeamWork Live; we retrieve tasks in their original sequence from the API response and set a sort-order field on each Planner task to preserve the sequence during ingest. If the destination is Project Desktop, Task Lists map to Summary Tasks or WBS groupings.
TeamWork Live
Milestone
Microsoft Project
Milestone (Planner or Project Desktop)
1:1TeamWork Live Milestones (date-driven standalone markers) map to Planner Milestones or Project Desktop milestones with finish date equal to the milestone target date. Milestones linked to completion dates preserve that date as the finish date. We flag any milestones that have no date as Inherited milestones for manual date assignment post-migration.
TeamWork Live
User / Team Member
Microsoft Project
Microsoft 365 User
1:1TeamWork Live users resolve to Microsoft 365 users by email address match during migration. Guest or client-level users in TeamWork Live have no equivalent in Microsoft 365 project access by default; we flag these as non-matching and hand off a permission matrix document listing the external users and their associated projects so that SharePoint guest access or Teams external access can be configured post-migration.
TeamWork Live
Time Entry
Microsoft Project
Custom Fields or Project Desktop Timesheet
1:1TeamWork Live time entries (hours, date, task linkage, notes) require a custom field strategy in Microsoft Project because the web app and Planner do not have native time tracking. We migrate the time entry payload into a custom number field on each task representing total logged hours, and deliver a supplemental CSV mapping task ID to hours per date for the customer's admin to build a Power Automate timesheet flow or import into Project Desktop if the Plan 3 or Plan 5 desktop client is in use.
TeamWork Live
Comment
Microsoft Project
Planner Comments or Notes
1:1TeamWork Live task comments map to Planner task comments linked to the corresponding task. Comment author resolves to a Microsoft 365 user by email match. Rich-text formatting in TeamWork Live comments may not round-trip cleanly; HTML-heavy comments are flagged for manual review. If the destination is Project Desktop MPP files, comments migrate as task Notes.
TeamWork Live
File / Attachment
Microsoft Project
SharePoint or OneDrive for Business
1:1Files attached to TeamWork Live tasks or projects are referenced by URL in the source API. We download attachment metadata and re-upload files to the associated SharePoint document library or OneDrive location linked to the target Planner Plan or Project site. If the source file URLs are temporary or expired, we flag them for manual re-upload.
TeamWork Live
Custom Field (Task or Project)
Microsoft Project
Custom Field (Planner Premium or Dataverse)
lossyTeamWork Live custom fields (text, number, dropdown types) map to Planner Premium custom fields or Dataverse custom columns depending on the destination tier. Dropdown option lists from TeamWork Live must be recreated as choice sets in the destination. If the source TeamWork Live account is on a Starter or Standard tier, no custom field definitions exist in the API response — we detect this at scan time and document the absence in the scope before migration begins.
TeamWork Live
Company / Client
Microsoft Project
SharePoint Site or Microsoft 365 Group
1:1TeamWork Live client companies linked to projects do not map to a discrete Microsoft Project object. We preserve the company name and primary contact in a custom field on the project and hand off a permission matrix mapping each company to the SharePoint site or Microsoft 365 Group that controls its access. Client-level project permissions require manual reconfiguration in SharePoint or Teams post-migration.
TeamWork Live
Tag / Label
Microsoft Project
Planner Labels or Multi-Select Field
lossyTeamWork Live tags applied to tasks map to Planner Labels (up to 25 labels per Plan in Planner Premium). Tags that exceed Planner's label limit or use reserved names are renamed during migration with a migration prefix and documented in the tag mapping sheet for the customer's admin to finalize.
| TeamWork Live | Microsoft Project | Compatibility | |
|---|---|---|---|
| Project | Project (Planner Plan or MPP)1:1 | Fully supported | |
| Task | Task (Planner) or Task in Project Desktop1:1 | Fully supported | |
| Task List | Section (Planner) or Task List groupinglossy | Fully supported | |
| Milestone | Milestone (Planner or Project Desktop)1:1 | Fully supported | |
| User / Team Member | Microsoft 365 User1:1 | Fully supported | |
| Time Entry | Custom Fields or Project Desktop Timesheet1:1 | Fully supported | |
| Comment | Planner Comments or Notes1:1 | Fully supported | |
| File / Attachment | SharePoint or OneDrive for Business1:1 | Fully supported | |
| Custom Field (Task or Project) | Custom Field (Planner Premium or Dataverse)lossy | Fully supported | |
| Company / Client | SharePoint Site or Microsoft 365 Group1:1 | Fully supported | |
| Tag / Label | Planner Labels or Multi-Select Fieldlossy | 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.
TeamWork Live gotchas
Task ordering is not a first-class API field
Custom fields gated behind paid tiers
No bulk export endpoint for time entries
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 tier assessment
We audit the TeamWork Live account to capture all active projects, archived projects, task lists, task counts, milestone records, user accounts, time entries, custom field definitions (and tier confirmation for their availability), comment volume, and attachment URLs. We simultaneously identify the target Microsoft Project tier — Planner Plan 1 ($4/user/month, basic plans only) versus Planner Premium ($10/user/month, the equivalent of Project Plan 3 with goals, sprints, baselines, and advanced dependencies) versus Project Desktop Plan 3 or 5 with Project Online. The discovery output is a written scope document with record counts, custom field gap report, and destination tier recommendation.
Schema mapping and custom field recreation
We design the destination schema in Planner or Project Online depending on the selected tier. This includes recreating TeamWork Live custom field definitions as Planner custom fields or Dataverse columns, mapping Task Lists to Planner Sections, designing the dependency structure for milestone-linked tasks, and creating any required Microsoft 365 security groups for the permission matrix handoff. If the source account is on a Starter or Standard tier, we document the absence of custom field data and agree with the customer on which fields to skip or recreate from backup spreadsheets.
User reconciliation and assignee resolution
We extract every distinct TeamWork Live user and guest referenced across projects, tasks, and comments, and match them by email against the destination Microsoft 365 tenant. Matched users resolve to Planner Plan membership automatically. Unmatched users (typically external guests) go to the permission matrix queue. Any TeamWork Live user without a Microsoft 365 account is flagged for the customer's admin to provision before the record import phase begins.
Sandbox migration and reconciliation
We run a full migration into a test Planner Plan or a Project Desktop test file using production-like data volume. The customer's PM lead or project management office reconciles record counts (projects in, tasks in, milestones in, time entry hours matched to task assignments), spot-checks 20-30 records against the TeamWork Live source, and validates section grouping and task ordering. Any mapping corrections — including missing custom field values, dropped comments, or incorrect assignee resolution — happen in this phase before the production migration is scheduled.
Production migration in dependency order
We run production migration in record-dependency order: Plans or Project files first (project metadata, start/due dates), then Sections (mapped from Task Lists), then Tasks with assignees, milestone dates, and custom fields resolved, then time entry hours (as custom number fields with supplemental CSV), then comments, then attachments re-uploaded to SharePoint. Task ordering is applied as a sort field on each task during ingest. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation handoff
We freeze TeamWork Live writes during the cutover window, run a final delta migration of any records modified since the last sync, then enable the destination as the system of record. We deliver the permission matrix for external client access, the custom field recreation summary, and a written inventory of every active TeamWork Live automation or recurring task pattern for the customer's admin to rebuild in Power Automate or Planner Premium. We support a five-day hypercare window for reconciliation issues and do not rebuild automations, templates, or project baselines as standard scope.
Platform deep dives
TeamWork Live
Source
Strengths
Weaknesses
Microsoft Project
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 2 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 TeamWork Live and Microsoft Project.
Object compatibility
2 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
TeamWork Live: 6,000 requests per hour per user account. Exceeding the limit returns 503 Service Unavailable with a Retry-After header indicating when to resume. Higher limits available on request to [email protected]..
Data volume sensitivity
TeamWork Live 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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