OnePlan Migration Tool

OverviewThe 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 integra...

The OnePlan Migration Tool facilitates the import of structured data from comma separated (CSV UTF-8) files into OnePlan. It supports various OnePlan entities and is designed for one-time migrations, not ongoing integrati...

Before you migrate your data into OnePlan, some configuration activities must take place in OnePlan. Custom Fields in OnePlan The Migration Tool supports both plan, task and resource level custom fields. Please make sure ...

Before you migrate your data into OnePlan, some configuration activities must take place in OneConnect.Field MappingFields must be mapped between your source files and OnePlan. This is required as you can use any field na...

ResourcesPlease review the Migration Tool Resource Import Template Sample.csv sample file attached to this article.Minimum DataBoth resource Display Name and email address could be mapped, but at least one of those fields...

Pre-Execution ChecklistBefore you run the migration the first time, please validate that you:Created/updated the necessary configuration in OnePlan.Created/updated the field mappings in OneConnect.Created separate CSV fil...

Best PracticesAdding not UpdatingThis Tool was designed for one-time migrations and not intended for ongoing production use. It can only add data to OnePlan, it will not update or remove any existing data.Release DayPleas...

Below are some best practices and recommendations when using the OnePlan Migration Tool with Project Online data.If you are attempting to perform a large scale, complex Project Online to OnePlan migration, please contact ...