Project Management migration

Migrate from TeamWork Live to Microsoft Project

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 logo

TeamWork Live

Source

Microsoft Project

Destination

Microsoft Project logo

Compatibility

73%

8 of 11

objects map 1:1 between TeamWork Live and Microsoft Project.

Complexity

BStandard

Timeline

3-5 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

TeamWork Live logo

TeamWork Live

What's pushing teams away

  • The user interface is described as dated and clunky, with slower loading times compared to modern PM tools.
  • Task visibility and change-tracking are weaker than competing platforms, making it harder to keep teams aligned on updates.
  • Steep onboarding and learning curve frustrate new users who expect a more intuitive initial experience.
  • Limited reporting depth and integration options restrict the platform's usefulness for data-driven organizations.
  • Teams outgrow the feature set and migrate to tools like Smartsheet, Asana, or Monday for more flexible automation and views.

Choosing

Microsoft Project logo

Microsoft Project

What's pulling them in

  • Organizations already running Microsoft 365 and Azure AD adopt Microsoft PPM because it slots into existing identity, Teams, and SharePoint infrastructure without requiring a separate identity provider or SSO vendor.
  • Enterprise PMOs choose it for critical-path scheduling, baseline comparison, cross-project dependencies, and resource utilization reporting that standalone PM tools cannot replicate at this depth.
  • Project Online's integration with Power BI gives portfolio-level dashboards and cost-rollup reporting that satisfies executive governance requirements without third-party BI tooling.
  • Government, financial services, and healthcare organizations select it because FedRAMP, ISO 27001, and SOC 2 compliance certifications meet enterprise procurement requirements out of the box.
  • Large IT departments default to it as the market-leader in project portfolio management software, often driven by corporate licensing agreements that bundle it with other Microsoft 365 seats.

Object mapping

How TeamWork Live objects map to Microsoft Project

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

maps to

Microsoft Project

Project (Planner Plan or MPP)

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

Task (Planner) or Task in Project Desktop

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

Section (Planner) or Task List grouping

lossy
Fully supported

TeamWork 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

maps to

Microsoft Project

Milestone (Planner or Project Desktop)

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

Microsoft 365 User

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

Custom Fields or Project Desktop Timesheet

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

Planner Comments or Notes

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

SharePoint or OneDrive for Business

1:1
Fully supported

Files 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)

maps to

Microsoft Project

Custom Field (Planner Premium or Dataverse)

lossy
Fully supported

TeamWork 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

maps to

Microsoft Project

SharePoint Site or Microsoft 365 Group

1:1
Fully supported

TeamWork 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

maps to

Microsoft Project

Planner Labels or Multi-Select Field

lossy
Fully supported

TeamWork 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.

Gotchas + challenges

What specifically takes care here

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 logo

TeamWork Live gotchas

Medium

Task ordering is not a first-class API field

High

Custom fields gated behind paid tiers

Medium

No bulk export endpoint for time entries

Microsoft Project logo

Microsoft Project gotchas

High

Project for the web is being retired and merged into Microsoft Planner

Medium

Planner-tier portfolio features are incomplete despite Plan 5 labeling

Medium

Web app constraint controls are weaker than the Windows desktop client

High

Project requires a separate license not bundled with standard Microsoft 365

Medium

Project Online API is edition-gated and inconsistently documented

Pair-specific challenges

  • Task list ordering is not a first-class API field in TeamWork Live

    TeamWork Live Task Lists maintain a visible ordered sequence of tasks, but the REST API does not expose a position or sort-index field. We retrieve tasks by list from the API response order and carry that sequence as a migration payload attribute. During ingest into Planner, we apply that sequence as a sort-order field on each task so that the original order is preserved. If the destination is Project Desktop, we write the sequence to a rank field or WBS level. Verify that the destination Planner Plan supports manual task reordering or has a rank field before assuming sequence is automatic.

  • Custom fields absent from Starter and Standard TeamWork Live accounts

    TeamWork Live custom fields are gated behind the Premium per-user subscription. If the source account is on Starter or Standard, no custom field definitions or values appear in the API response. We detect this at scan time and flag the gap before presenting the migration scope. Customers who rely on custom fields for project metadata (client codes, cost centers, project types) need to either upgrade their TeamWork Live plan before migration or accept that those fields will not be in the export payload.

  • Microsoft Project web app lacks native time tracking

    TeamWork Live has built-in time entries linked to tasks with billable/non-billable flags and optional notes. The Microsoft Project web app and Planner do not have native time tracking. Time entry payload requires a custom field strategy (hours as a number field per task) plus a supplemental CSV for the admin to build a timesheet integration via Power Automate, or a migration to Project Desktop Plan 3/5 where timesheet features are available. We do not automate timesheet flow rebuilds in the standard migration scope.

  • Planner lacks a bulk import endpoint forMPP-equivalent file ingestion

    Microsoft Planner does not expose a bulk CSV or MPP import API equivalent to what TeamWork Live supports for Excel and MPP file ingestion. We write migration output to the Planner REST API using individual task creates with batching, or to an intermediate MPP file format for import via the Project Desktop client if Plan 3 or Plan 5 is available. Projects with over 500 tasks per plan may require chunked plan creation with dependency resolution across chunks.

  • Collaboration and guest permissions do not transfer directly

    TeamWork Live per-project client access controls and guest user records have no direct Microsoft Project or Planner equivalent. External stakeholders in TeamWork Live who can view specific projects and tasks cannot be migrated as access grants into Planner or SharePoint. We deliver a written permission matrix listing each external user, the projects they accessed, and the recommended SharePoint site or Teams guest access configuration for the customer's admin to implement post-migration.

Migration approach

Six steps for a successful TeamWork Live to Microsoft Project data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

TeamWork Live logo

TeamWork Live

Source

Strengths

  • REST API provides programmatic access to projects, tasks, users, and time entries for integrations.
  • Task-level custom fields (text, number, dropdown) are supported and accessible via the API.
  • Time tracking is built in and linked to tasks, making billable-hour workflows possible.
  • Per-project client access controls allow external stakeholders to view relevant work without internal credentials.

Weaknesses

  • Interface is widely considered outdated with slower performance and less polished UX than newer PM tools.
  • Limited automation capabilities compared to platforms like Asana or Monday, restricting workflow sophistication.
  • Reporting and dashboard features are basic, with minimal customisation options for analytics.
  • Sparse third-party integration ecosystem beyond the REST API, limiting native connectivity with CRMs and finance tools.
Microsoft Project logo

Microsoft Project

Destination

Strengths

  • Deep critical-path scheduling with baseline comparison and cross-project dependency tracking unmatched by lighter PM tools.
  • Native Azure AD authentication, Teams integration, and Power BI reporting sit on infrastructure enterprises already license and manage.
  • Enterprise governance controls including demand intake workflows, resource request approval, and portfolio-level capacity analysis.
  • Supports both Waterfall and Agile methodologies within the same project, accommodating hybrid delivery teams.
  • Scalable from Project Plan 1 for small teams to Project Server on-premises for regulated industries with strict data-sovereignty requirements.

Weaknesses

  • Ease-of-use scores trail the category average by a wide margin; onboarding friction frustrates new users consistently across G2 and Capterra reviews.
  • Pricing ranks 42nd of 49 tools in its category — the total cost of ownership including IT administration and training is rarely recovered for small or mid-market teams.
  • No built-in client portal, external stakeholder sharing, or proofing workflow, limiting use cases to internal PMO environments only.
  • The web interface (Project for the web / Planner Premium) has materially weaker constraint controls and resource auto-leveling than the Windows desktop client.
  • Project for the web is being consolidated into Microsoft Planner, creating uncertainty about which product tier will host project portfolio data long-term.

Complexity grading

How hard is this migration?

Standard Project Management migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across TeamWork Live and Microsoft Project.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    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

    B

    TeamWork Live doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your TeamWork Live to Microsoft Project migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about TeamWork Live to Microsoft Project data migrations

Answers to the questions buyers ask most during TeamWork Live to Microsoft Project migration scoping. Not seeing yours? Book a call.

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Most migrations land between three and five weeks for accounts with fewer than 50 projects, 5,000 tasks, and no time entry payload. Migrations with milestone-heavy portfolios, custom field recreation across many projects, large time entry histories, or a Planner Premium destination requiring dependency configuration move to seven to ten weeks. A pilot of two to three representative projects typically runs in one to two weeks before the full migration begins.

Adjacent paths

Related migrations to explore

Ready when you are

Move from TeamWork Live.
Land in Microsoft Project, intact.

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