Can Project Operations co-exist with PSA and what will actually be involved in the migration?

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Posted on by Aggie57

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We have been using PSA for a couple of years and were looking forward to migrating to Project Operations soon, however the migration tool is now delayed to September which is a problem for us as our financial year ends on June 30th and we would like to start the new year on the new product.

So I have two questions:

what is actually involved in migrating? DB updates, moving projects to Project online etc. and can we do this manually rather than waiting for the migration utility?
Can PO live alongside PSA in the same D365 instance? If so we could potentially install it and run new projects on it, and allow the existing ones to run on PSA till they complete.

Any thoughts or pointers would be appreciated.

Alister

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Aggie57 360 on at

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RE: Can Project Operations co-exist with PSA and what will actually be involved in the migration?

Thanks Antti. I was fearful of this, most of our engagements are multi-year agreements with retainers and support for pre-payments is something we're really looking forward to. Currently we need to handle this manually using multiple contract lines and adjusting charging status for time entries each month, a process that is time consuming and exposed to error.
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apa 8,282 on at

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RE: Can Project Operations co-exist with PSA and what will actually be involved in the migration?

Hi Alister Grigg.

1. It's similar in ideas as PSA V2 to V3 was. No easy way to do this with any tools as you'd need to rebuild project schedules with the new scheduling APIs.

2. PSA and ProjOps can NOT co-exist in the same environment.