Project Management migration
Field-level mapping, validation, and rollback between workspace.pm and Microsoft Project. We move data and schema; workflows are rebuilt natively in Microsoft Project.
workspace.pm
Source
Microsoft Project
Destination
Compatibility
7 of 12
objects map 1:1 between workspace.pm and Microsoft Project.
Complexity
BStandard
Timeline
4-8 weeks
Overview
Moving from workspace.pm to Microsoft Project requires navigating a platform that has no accessible API on the source side and a different architectural model on the destination. workspace.pm organizes work around a portfolio hierarchy with Projects, Tasks, Subtasks, and a Resource management layer; Microsoft Project uses a flat schedule-based model with tasks, dependencies, and resources but no native multi-project portfolio aggregation. The absence of a documented workspace.pm API means we coordinate with your vendor contact or admin console to extract the data before we can build the migration pipeline. We reconstruct portfolio-to-project associations as tag or custom field groupings in Microsoft Project, since there is no equivalent portfolio container. Custom field schemas must be captured from workspace.pm before decommissioning because the schema definition itself is often not included in exports. We do not migrate Gantt chart view configurations, Kanban board layouts, or dashboard reports as these are presentation-layer objects derived from underlying task data; we deliver the raw data so your team can rebuild these views in Microsoft Project. Workflows and automations do not migrate and are inventoried for your admin to rebuild in Microsoft Project or Power Automate post-migration.
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 workspace.pm 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.
workspace.pm
Project
Microsoft Project
Project
1:1workspace.pm Projects map 1:1 to Microsoft Project files (MPP) or Project Online projects. We migrate Project Name, Project Status, Start Date, Finish Date, Project Owner, and any project-level cost fields. Archived or completed projects migrate with their historical data intact. The destination project is created first as the parent container before any tasks, resources, or assignments are imported.
workspace.pm
Task
Microsoft Project
Task
1:1workspace.pm Tasks map to Microsoft Project Task records with Name, Start, Finish, Duration, Priority, and Status preserved. The task summary level (whether a task is a parent or leaf node) maps to the Outline Level and Summary field in Microsoft Project. Task hierarchy from workspace.pm is preserved as WBS hierarchy in the destination.
workspace.pm
Subtask
Microsoft Project
Task (child)
1:manyworkspace.pm Subtasks nest under parent Tasks. We flatten this to Microsoft Project's Task with Subtasks model, where the child subtask becomes a subordinate Task record with the same parent project and a Summary task above it. The ordering sequence from workspace.pm maps to the ID and Outline Number in Microsoft Project so the hierarchy reads correctly in Gantt views.
workspace.pm
Milestone
Microsoft Project
Task (Milestone)
1:1workspace.pm Milestones with name, target date, and associated project linkage map to Microsoft Project Task records with the Milestone flag set to Yes and the Finish date set to the milestone date. Where workspace.pm milestones have no duration they are imported with zero days so they render correctly on the Gantt timeline.
workspace.pm
Dependency
Microsoft Project
Task Dependency
lossyworkspace.pm predecessor-successor relationships map to Microsoft Project task dependencies using Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish link types as specified in the source data. We reconstruct the dependency pairs using the unique task IDs resolved during the task import phase and assign the correct predecessor task reference to each dependent task.
workspace.pm
Custom Field
Microsoft Project
Custom Field (Text, Date, Flag, Number, Cost)
lossyworkspace.pm custom fields at the project and task level are extracted by data type and mapped to the closest Microsoft Project custom field type. Text values map to Text1-30, dates to Date1-10, flags to Flag1-10, numbers to Number1-20, and cost values to Cost1-10. We request the full custom field schema from workspace.pm during the pre-migration audit, including picklist options for choice-based fields, before building the field mapping document.
workspace.pm
Assignee / Resource
Microsoft Project
Resource
lossyworkspace.pm Resource management records (user name, role, allocation percentage, and date range) map to Microsoft Project Resource Sheet entries. Each resource is created with a name, type (Work or Material), Max Units, and a calendar. We extract the resource allocation percentages and map them to assignment-level Units on the TaskUsage or ResourceUsage view.
workspace.pm
Resource Assignment
Microsoft Project
Task Assignment
1:1workspace.pm assignments linking a resource to a task with percentage allocation map to Microsoft Project Assignments with OwnerId resolved to the resource name, Units set to the allocation percentage (as a decimal), and Work calculated from the task duration and assignment units. Assignment actuals (hours logged) migrate as assignment-level actual work entries.
workspace.pm
Time Entry
Microsoft Project
Assignment Actual Work
1:1workspace.pm time tracking entries (user, date, hours, description) map to Microsoft Project assignment-level actual work entries. We map the date and hours to the Assignment Timesphane Data or directly to the Actual Work field per assignment. Where the destination is Project Online, time entries can be logged through Project Web App timesheets post-migration using the migrated hours as the opening balance.
workspace.pm
Comment
Microsoft Project
Task Note
1:1workspace.pm discussion threads on tasks migrate to Microsoft Project Task Notes. We extract the comment text, author name, and timestamp. In Project Online, comments can alternatively be stored as a SharePoint list attached to the project site for threaded discussion. The customer chooses between task notes or a linked SharePoint list during scoping.
workspace.pm
Attachment
Microsoft Project
Document (SharePoint or Project)
1:1File attachments linked to tasks or projects export as URLs or file references depending on what workspace.pm's admin export exposes. We transfer attachment metadata (filename, uploader, upload date, file URL) and note the reference in the migration inventory. For Project Online destinations, attachments are linked to the project SharePoint document library; for desktop MPP files, attachment references are noted in the handoff document for manual relinking.
workspace.pm
Portfolio
Microsoft Project
Tag or Custom Field Grouping
many:1workspace.pm portfolios aggregate multiple projects under a single executive view. Microsoft Project has no native portfolio container. We export the portfolio-to-project membership list from workspace.pm during the pre-migration audit and reconstruct the grouping as a custom Text field on each project record (e.g., PortfolioName) or as tags in Project Online. This allows the customer to filter cross-project views and Power BI portfolio reports without a native portfolio object.
| workspace.pm | Microsoft Project | Compatibility | |
|---|---|---|---|
| Project | Project1:1 | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Subtask | Task (child)1:many | Fully supported | |
| Milestone | Task (Milestone)1:1 | Fully supported | |
| Dependency | Task Dependencylossy | Fully supported | |
| Custom Field | Custom Field (Text, Date, Flag, Number, Cost)lossy | Fully supported | |
| Assignee / Resource | Resourcelossy | Fully supported | |
| Resource Assignment | Task Assignment1:1 | Fully supported | |
| Time Entry | Assignment Actual Work1:1 | Fully supported | |
| Comment | Task Note1:1 | Fully supported | |
| Attachment | Document (SharePoint or Project)1:1 | Fully supported | |
| Portfolio | Tag or Custom Field Groupingmany:1 | 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.
workspace.pm gotchas
No public API documentation found for workspace.pm
Presentation-layer objects are not migratable
Portfolio data may not exist as a standalone exportable object
Custom field schemas must be captured before decommissioning the source
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
Export coordination and pre-migration audit
Because workspace.pm has no documented API, we open a coordinated export request with your workspace.pm vendor contact or admin team. We provide them with a structured data request covering Projects, Tasks, Subtasks, Milestones, Dependencies, Resource assignments, Time entries, Custom field schema, and portfolio membership. During this window we also document the workspace.pm custom field admin panel (field names, types, picklist options) via screen capture or schema export. This step determines whether the export comes as CSV, JSON, or a vendor-assisted format, which shapes the ingestion pipeline we build.
Data validation and portfolio reconstruction planning
We validate the export package against the documented object counts (project count, task count, resource count, attachment count) to confirm the export is complete. We identify any portfolio-to-project associations and determine whether they export as discrete records or must be reconstructed from project metadata. We document any custom field schema gaps where the export did not include field definitions and request additional schema documentation from the source admin. The output of this step is a signed data validation report and a written mapping plan for the customer to approve before pipeline build.
Destination schema preparation
We configure the Microsoft Project destination environment. For Project Online destinations, this includes provisioning the project site, configuring the Enterprise Custom Fields (using the workspace.pm schema as mapped to Microsoft Project custom field types), and setting up the Resource Sheet with the imported resources and their availability calendars. For desktop MPP destinations, we prepare the template project file with the required custom fields pre-configured. We do not build automations or workflows in this step; we configure only the data structure that will receive the migrating records.
Sandbox or pilot migration
We run a full migration into a sandbox environment for Project Online or a copy of the destination file for desktop, using a representative subset of projects (at least one simple project, one with complex dependencies, and one with resource allocation). We reconcile record counts for every object type, spot-check task hierarchies and dependency links on 25-50 randomly sampled records, and validate that custom field values transferred with correct data types. The customer signs off on the pilot results before we proceed to production migration. Any mapping corrections identified in the pilot are applied before the production run.
Production migration in dependency order
We run production migration in record-dependency order: Resources (first, so they are available for assignments), Projects, Tasks with hierarchy preserved, Milestones, Dependencies (after task IDs are resolved), Assignments with resource links, Time entries as assignment actuals, Custom field values, Comments as task notes, and Attachment metadata. Each phase emits a row-count reconciliation report. Portfolio groupings are applied as a custom Text field on each project record during or after the project import phase.
Cutover, validation, and workflow handoff
We freeze workspace.pm writes during the cutover window, run a final delta migration for any records modified during migration, and hand over a written inventory of workflows, automations, and reports that require manual rebuild in Microsoft Project or Power Automate. We do not rebuild these as part of the migration scope. We support a one-week post-cutover window to resolve any data quality issues reported by the customer's project team. The customer receives the migration map document, the data validation report, and the automation inventory as permanent records of the migration.
Platform deep dives
workspace.pm
Source
Strengths
Weaknesses
Microsoft Project
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 4 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 workspace.pm and Microsoft Project.
Object compatibility
4 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
workspace.pm: Not publicly documented. As an API-v2 gated feature, throughput is bounded by the customer's Automate subscription and confirmed with support during integration setup..
Data volume sensitivity
workspace.pm 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
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FAQ
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