Share
ReportAny Thoughts on importing Project Tasks, Assigned Resources and Cost (Historical data )importing from another 3rd party system to the Projects Operations?
Thanks- Sa
Categories:
You’re offline. This is a read only version of the page.
30
Any Thoughts on importing Project Tasks, Assigned Resources and Cost (Historical data )importing from another 3rd party system to the Projects Operations?
Thanks- Sa
Thanks for sharing this Mark
Hi D365HR,
The only way to migrate data to Project Operations for 3rd party systems is to use the schedule APIs. The only alternative is to manually create the projects with tasks within ProjOps.
docs.microsoft.com/.../schedule-api-preview
Importing historical cost data can be done using the journal functionality in CE depending on how much detail you want to have. On standalone Project management & accounting in F&O transactional data migration was done using a specific journal type of "beginning balance". Transactional data is generally then migrated at the transaction type level, E.g. (Item cost, Expense costs, time costs).
If you need full transactional listings (i.e. category/line level) migrating then a different approach would be needed.
KR
Mark
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
290,628
Super User 2024 Season 2
#2
Martin Dráb
228,914
Most Valuable Professional
#3
nmaenpaa
101,150
All responses (
Answers (