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Run the Project data migration process

Use these steps to run the Project data migration process.

  1. Log into the recently migrated company in Microsoft Dynamics 365 Business Central.

  2. Use the search/tell me feature to look for Progressus SL Project Data Cloud Migration Tool Setup.

    Search

  3. Enable the I accept warning option and click Next.

    Warning Message

  4. Review the Bill-to Customer requirements and select a Default Bill-to-Customer. Click Next to continue.

    Warning Message

  5. Review the Resource Code requirement and select a Resource Code. Click Next to continue.

    Resource Code

  6. Review the Status migration options and make any necessary changes. Click Next to continue.

    Status migration options

  7. Review the Migration Overview information. Click Finish to start the migration process.

    Migration Overview

  8. A process page will display the process of the migration.

    Process page

  9. When the migration has finished, an informational page will display the number of tables processed, the number of errors found, the number of records inserted, and the number of records modified.

    Migration informational page

  10. If any errors are found, search for and open the Configuration Packages page.

    Configuration Packages page

  11. Select the PROJECTMAP package.

    Configuration Package PROJECTMAP package

  12. Scroll to the right to locate the No. of Package Errors column.

    No. of Package Errors column

    1. Click on the number in the No. of Package Errors column to view the records not migrated due to an error.
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