Implementation Checklist
Your essential first 30 day plan to begin the migration from Project Online.
Start Your Migration with the First 30 Days
These steps help your organisation understand the current environment, assemble the right team and prepare for pilot testing before deciding on Planner, the PMO Accelerator or an ISV solution.
1.
Inventory Project Online Artifacts
Document all active projects, custom fields, reporting dependencies, timesheets and integrations. This gives you a clear view of what needs to be migrated or retired.
2.
Assign Migration Sponsor and Team
Nominate a senior sponsor and form a core team from PMO, IT and key business units. This group owns decisions, communication and timelines.
3.
Schedule Pilot Projects
Select pilot projects across different complexity tiers. Run pilots in Planner, the PMO Accelerator and an ISV tool to understand suitability.
4.
Define KPIs and Compliance Needs
Identify measurable success criteria and confirm reporting, governance and audit requirements before pilots begin.
5.
Validate Pilot Feedback
Review usability, scheduling gaps, reporting needs and workflow requirements uncovered during pilot testing.
6.
Set a Target Migration Timeline
Align leadership on timelines, milestones and wave sequencing leading up to the 2026 retirement date.
Begin Your Migration with a Clear Checklist
Use these steps to prepare for pilots, evaluations and the broader transition away from Project Online.