Project Management migration
Field-level mapping, validation, and rollback between Workfront and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.
Workfront
Source
Microsoft Project
Destination
Compatibility
9 of 12
objects map 1:1 between Workfront and Microsoft Project.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Workfront to Microsoft Project means leaving behind a cloud-native enterprise work management platform with approval workflows, request queues, proofing, and an Adobe ecosystem connection, and entering a scheduling-centric tool where Projects and Tasks are the primary execution unit. Workfront's native Export MS Project function is lossy—it does not transfer custom fields, documents, notes, issues, or task constraints—and we address those gaps through API-based extraction and a supplemental data deliverable. We preserve the Portfolio-Program-Project hierarchy by creating a Microsoft Project Enterprise Project type and documenting the structural mapping. Approval workflows, proofing configurations, and Automated Workflow templates do not migrate; we deliver a written inventory of every active approval path for the customer's PMO to rebuild in Microsoft Project's approval tooling.
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 Workfront 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.
Workfront
Project
Microsoft Project
Project
1:1Workfront Projects map directly to Microsoft Project files or Project Online Projects. The project name, planned start, planned completion, status, priority, and description migrate as standard fields. We handle the Portfolio-Program hierarchy by creating an Enterprise Project Type in Microsoft Project for the Portfolio level and using the project name as the Program grouping where no explicit Program object exists in Microsoft Project.
Workfront
Portfolio
Microsoft Project
Enterprise Project Type
lossyWorkfront Portfolios group Programs, and Programs group Projects in a four-level hierarchy. Microsoft Project does not have a Portfolio object; the closest structural equivalent is an Enterprise Project Type in Project Online or a grouping convention in desktop Project. We document the Portfolio-to-grouping mapping as a configuration step and create the Enterprise Project Type before project import begins.
Workfront
Program
Microsoft Project
Project Grouping or Phase
lossyWorkfront Programs group related Projects under a Portfolio. Microsoft Project has no native Program object. We map Programs to a Project-level grouping convention (such as a custom Enterprise Project Type field or a naming convention prefix) so that the customer's PMO can filter by program in Microsoft Project views.
Workfront
Task
Microsoft Project
Task
1:1Workfront Tasks map to Microsoft Project Tasks with name, duration, planned hours, percent complete, and predecessor relationships preserved. Task constraints in Workfront are not supported in the native export; we resolve predecessor chains during migration to ensure schedule accuracy in the absence of explicit constraint fields.
Workfront
Subtask
Microsoft Project
Subtask or Summary Task
1:1Workfront Subtasks (child tasks with a parentID reference) map to Microsoft Project Tasks with outline hierarchy preserved. Workfront parent-child task relationships become Microsoft Project outline levels. We flatten deeply nested subtask hierarchies to Microsoft Project's supported outline depth and flag any structures that require summary-task restructuring.
Workfront
Assignment
Microsoft Project
Task Assignment
1:1Workfront Assignments on Tasks (assigned to Users or Job Roles with allocation percentage or hours) map to Microsoft Project Task Assignments. We preserve the assigned user's name and the allocation percentage. Job Role assignments (Workfront's role-based staffing model) convert to named resource assignments in Microsoft Project; we document the role-to-resource mapping for the customer's PMO to resolve in the resource sheet.
Workfront
User
Microsoft Project
Resource (by name/email)
1:1Workfront Users map to Microsoft Project Resources by matching email or name. Resource type (Material vs. Work) is set based on the Workfront user's primary Job Role billing rate. We extract all Workfront users referenced in task assignments and generate a resource mapping table before migration so the customer can populate the Microsoft Project Resource Sheet.
Workfront
Custom Fields
Microsoft Project
Custom Fields or Supplemental Extract
1:1Adobe explicitly states that custom fields are not transferred by the native Workfront-to-Microsoft Project export. We perform API-based extraction of all custom field values at the Project and Task levels and deliver them as a structured supplemental extract (CSV or JSON). For Project Online destinations, we can configure Enterprise Custom Fields to receive this data. For Microsoft Project Desktop, the extract is delivered as a reference document for manual post-migration entry.
Workfront
Documents
Microsoft Project
SharePoint Document Library (recommended)
1:1Workfront Documents attached to Projects or Tasks do not migrate through the native export. We extract document metadata (file name, version, linked object, uploader, upload date) via the API and deliver it as a mapping table. The customer stores the actual files in SharePoint or another document management system and links them to the migrated Microsoft Project using the document mapping table we provide.
Workfront
Notes (Updates)
Microsoft Project
Task Notes or Project Summary Notes
1:1Workfront Notes are the conversation thread attached to Projects and Tasks where team members leave updates. Adobe's own documentation confirms that Notes do not transfer in the native export. We extract the full note history via the API (author, timestamp, rich text content) and deliver it as a structured supplemental extract associated by Workfront object ID so the customer's admin can attach it to the corresponding Microsoft Project task or project.
Workfront
Issue / Request
Microsoft Project
Task (Open or Closed)
1:1Workfront Issues track blockers or change requests logged against a Project or Task. Issues map to Microsoft Project Tasks with a status of Open or Closed and the issue description in the Task Name or a custom field. We preserve the issue's entered-by user, creation date, and resolution date where present. Request Queue intake records that were converted to Issues follow the same mapping path.
Workfront
Template
Microsoft Project
Project Template (manual rebuild)
lossyWorkfront Templates define reusable project structures including tasks, assignments, default custom field values, and approval chains. Microsoft Project has a native Template file format (.mpt). We do not migrate Templates as executable files because the structural differences (approval routing, custom fields, portfolio grouping) require manual rebuilding. We deliver a written template inventory—each template's task structure, default assignments, and custom field defaults—for the customer's PMO to rebuild in Microsoft Project.
| Workfront | Microsoft Project | Compatibility | |
|---|---|---|---|
| Project | Project1:1 | Fully supported | |
| Portfolio | Enterprise Project Typelossy | Fully supported | |
| Program | Project Grouping or Phaselossy | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Subtask | Subtask or Summary Task1:1 | Fully supported | |
| Assignment | Task Assignment1:1 | Fully supported | |
| User | Resource (by name/email)1:1 | Fully supported | |
| Custom Fields | Custom Fields or Supplemental Extract1:1 | Mapping required | |
| Documents | SharePoint Document Library (recommended)1:1 | Mapping required | |
| Notes (Updates) | Task Notes or Project Summary Notes1:1 | Mapping required | |
| Issue / Request | Task (Open or Closed)1:1 | Fully supported | |
| Template | Project Template (manual rebuild)lossy | 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.
Workfront gotchas
Adobe Admin Console user migration is mandatory and non-negotiable
UI export limit of 2,000 rows requires API-based extraction
Billing Records lock permanently once marked as Billed
Workfront Planning record limits vary by subscription tier
Proofing Automated Workflows and template settings are instance-specific
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 destination variant confirmation
We audit the source Workfront instance for project count, task hierarchy depth, custom field schema, approval workflow inventory, document volume, and user roster. We confirm whether the destination is Microsoft Project Desktop (Standard/Professional), Project Online, or Project for the Web (Planner and Project Plan 3/5) because each uses a different ingestion mechanism. If Project Online is selected, we confirm the retirement timeline and recommend whether Project for the Web is a more durable destination. The discovery output is a written migration scope document with record counts, excluded-field inventory, and destination variant decision.
API-based supplemental extraction for excluded fields
Adobe's native export does not transfer custom fields, notes, documents, issues, or task constraints. We run API-based extraction for each excluded field type before any export or migration work begins. Custom field values are extracted at the Project and Task levels with their Workfront IDs. Notes are extracted with author, timestamp, and rich text content. Document metadata (file name, version, linked object) is extracted for mapping to SharePoint post-migration. Issues are extracted with status, priority, and resolution date. This supplemental extract is delivered alongside the migration and is the customer's reference for manual or Power Automate-based reconstruction.
Portfolio and Program structure mapping
We design the Microsoft Project structure mapping before any project data moves. Workfront Portfolios map to Enterprise Project Types in Project Online (or a naming convention prefix in desktop Project). Programs map to a grouping convention. We document the mapping in a configuration worksheet and deploy the Enterprise Project Type or create the naming convention template before project import begins. This step ensures the Portfolio-Program hierarchy is not lost to an unstructured project list.
Resource sheet preparation and user mapping
We extract all Workfront users referenced in task assignments and cross-reference them against the Microsoft Project destination's resource sheet. Workfront Job Roles map to named resources with the appropriate resource type (Work vs. Material). We generate a resource mapping table for the customer's PMO to validate and populate before migration. Owner assignment in Workfront becomes the assigned resource in Microsoft Project. Any Workfront user without a corresponding Microsoft Project resource is flagged for manual resolution before the task import phase.
Project and task migration in hierarchy order
We migrate Projects and Tasks in dependency order: Projects are created first (with Portfolio/Program mapping applied), then Tasks are imported with parent-child outline hierarchy preserved, then Assignments are mapped to resources using the validated resource sheet. Predecessor relationships are reconstructed from Workfront's predecessor field and applied as Microsoft Project task dependencies. Task constraints are not transferable; we use predecessor chains to maintain schedule accuracy in their absence. Each phase emits a row-count reconciliation report before the next begins.
Cutover, validation, and automation rebuild handoff
We freeze Workfront writes during the cutover window, run a final delta migration of any records modified during the migration, and validate the Microsoft Project output against the Workfront source counts. We deliver the supplemental data extract (custom fields, notes, documents, issues), the resource mapping table, the template inventory for manual rebuild, and the approval workflow inventory with Power Automate rebuild recommendations. We do not rebuild Workfront approval workflows, Request Queues, or proofing configurations; those are separate rebuild engagements for the customer's PMO.
Platform deep dives
Workfront
Source
Strengths
Weaknesses
Microsoft Project
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 1 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 Workfront and Microsoft Project.
Object compatibility
1 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
Workfront: 200 requests per minute (Workfront Planning); other modules use undocumented per-org limits.
Data volume sensitivity
Workfront exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Workfront to Microsoft Project migration scoping. Not seeing yours? Book a call.
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