question Migrate an entire Project (all Related_List data) to a different instance in SPM forum

Migrate an entire Project (all Related_List data) to a different instance

Ravi54 — Tue, 11 Jan 2022 05:17:46 GMT

I need to migrate one Project in its entirety to a different instance.

This should include the data from tabs like details/Financials/Notes as well as tall the related_List (such as Tasks, Resource_Plan, Cost_Plan, Risk, Issue, Actions, Decisions, Expenses, etc).

Is there an OOTB export/Import function that will migrate the Entire Project.

Re: Migrate an entire Project (all Related_List data) to a different instance

Maik Skoddow — Tue, 11 Jan 2022 05:34:19 GMT

there are two options available

1. Export to Microsoft Project or

2. Export to XML (but use the marked link and not Export > XML!)

Kind regards
Maik

Re: Migrate an entire Project (all Related_List data) to a different instance

Ravi54 — Tue, 11 Jan 2022 13:31:24 GMT

Maik, The export does export of the projects table but a Project also has the Details, Financials and other tabs. Project will also have the Related lists like Task, Sub-Projects, Resource, Cost, Risk, Issue.

A simple export does not bring all that information not the XML output.

Related Lists like Risk has export but no way to import.

I need the entire Project to be exported and imported.

Q: the XML also has the ProjectID a Unique field. Does the import generate a new ProjectID for the imported record.

At the end I need the entire Project with all Related data exported.

Is there a Process for it?

Re: Migrate an entire Project (all Related_List data) to a different instance

Maik Skoddow — Thu, 13 Jan 2022 04:32:43 GMT

Hi Ravi

did you test the given 2 options? These options are not OOTB options but customized versions to export all related project data. That means the exported result should include everything you have described.

Kind regards
Maik

Re: Migrate an entire Project (all Related_List data) to a different instance

Maik Skoddow — Wed, 26 Jan 2022 05:09:29 GMT

Hi @Ravi

In case you think I was able to answer your question, I would be happy if you mark the appropriate response as "correct" so that the question will appear as resolved for other users who may have a similar question in the future.

If not, please tell me what you are still missing.

Many thanks & kind regards
Maik