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Dear Martin Štěpáník,
Thank you for posting your question in the Microsoft Q&A forum.
Based on your concern, I understand that you are having issues while migrating from Project Online and Projects on Desktop app to Planner. As I have consulted with the technical team, you could try the instructions below for your concern.
Pre‑Migration Environment Preparation
Before migrating from Project Online to Planner Premium, the target environment must be properly configured. Planner Premium settings directly affect how task durations, dependencies, and schedules are interpreted after migration. Preparing these settings in advance helps preserve data accuracy and ensures a smooth transition.
Prior to migration:
- Configure Fixed Duration scheduling in Planner Premium using Power Apps.
- Review environment‑level scheduling and calculation rules to ensure alignment with Project Online.
- Validate all configuration changes in a test environment before performing the full migration.
Migrating from Project Online to Planner Premium
Once the environment is ready, migration focuses on structured data preparation and automation. The objective is to move project data accurately while maintaining task relationships.
High‑level steps:
- Extract project information from Project Online into an Excel file, making sure all required tasks and related fields are included within the migration scope.
- Convert the Excel data into a structured table format, with each task represented by a single row to ensure compatibility with automation.
- Save the completed Excel file in SharePoint or OneDrive so it can be securely accessed by Microsoft automation services.
- Create a tailored migration process in Power Automate by setting up an Instant cloud flow and choosing an appropriate trigger (manual, scheduled, or automated).
- Add the List rows present in a table action to read task data from the Excel file.
- Use the List buckets action to retrieve Planner Premium bucket details using the correct Group ID and Plan ID.
- Implement an Apply to each loop to process tasks individually and use conditional logic to match Excel records with Planner Premium data.
- Configure actions to create new tasks, update existing ones, or adjust task properties in Planner Premium based on the defined mapping rules.
- Repeat this mapping and synchronization process for all required fields to ensure a complete and accurate migration.
- Test and validate the automation using Flow Check and Test before running the migration at scale.
This approach provides control, transparency, and data integrity, supporting organizations transitioning from Project Online as part of modernization or end‑of‑life planning.
You could find related information about migrating from Project Online to Planner via this link: How to Migrate from Project Online to Planner Premium
Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality, safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link
If you would like assistance from the technical team to migrate projects to Planner, you could raise support request direct to them via the instruction below:
To create a support request to Microsoft Support, please:
- Go to the admin center at https://admin.cloud.microsoft. If you are not the admin, please help us to contact directly to your IT Admin.
- On the bottom right side of the page, select Help & support.
- Select "Contact Support". Then, choose contact method: "Phone" or "Email"
- Enter a description of your issue, confirm your contact number and email address, select your preferred contact method, and then select Contact me. The expected wait time is indicated in the Contact support pane.
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