Overview

The OnePlan Migration Tool facilitates the import of structured data from comma separated (CSV) files into OnePlan. It supports various OnePlan entities and is designed for one-time migrations, not ongoing integrations.

Supported OnePlan Modules

The following OnePlan entities are supported by the tool:

• Resources
• Plans
• Work plans (tasks, risks, issues, etc.)
• Time-phased financial plan data
• Time-phased resource plan data

Recommended Migration Process

1. Review Prerequisites
   • Understand the structure and requirements for each entity you plan to import.
   • Create the necessary configuration in OnePlan.
2. Prepare CSV Files
   • Create separate CSV files for each entity - Recommended format is CSV UTF-8.
   • Use SharePoint or another secure location to store files. Review the authentication options.
   • Ensure each file contains fewer than 50,000 rows to optimize performance.
3. Test in on a Test group
   • Use a test OnePlan group to validate your configuration and data.
   • Configure OnePlan and the Migration Tool to match your scenario.
4. Run Migration Tool
   • Execute the tool on the test group.
   • Review and validate the imported data.
   • Adjust data and configuration as needed.
   • Repeat until results meet expectations.
5. Production Migration
   • Once validated, run the tool on the target production OnePlan group.
   • Monitor the import and verify results.

Setup Requirements

Before setting up the integration, make sure:

• The necessary source file is created with the correct fields. 
• The file is accessible (e.g., firewall rules, credentials, etc.) by the integration. 

Source Data

The source data must be in a comma separated file (CSV UTF-8.).

Microsoft Excel and many other tools, including reporting solutions, support creating, updating, or exporting data to comma separated files. 

Each integration has a sample template file available in the setup article at the bottom of the page. 

If you are migrating from Project Online, please review this article for useful recommendations. 

Source File Location

Files can be loaded from these sources:

• SharePoint Online (document library)
• OneDrive (folder)

SharePoint Online

If you are planning to use SharePoint Online, please review the authentication option. 

Setup and Execution Steps

These are the setup steps your should follow:

1. Setup the Migration Tool
2. Update the configuration of your OnePlan group as required
3. Update the field mappings in OneConnect
4. Review the best practices
5. Prep your source data files
6. Following the recommended migration process above and use the tool to migrate your data into OnePlan

Mind the Gap

• The Tool is designed to be started manually, not using a set schedule.
• Setting Workflow State (moving the workflow) on plans is not yet supported by the Migration Tool.
• Importing data into timesheets is not supported in OnePlan (use resource plans to import historical timesheet data).
• Importing resource rates is not yet supported by the Migration Tool.
• Use the Time Off integration to import time off data.
• Intra plan dependencies are not yet supported.
• External task dependencies are not yet supported.