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Migrate Confidently to the New Microsoft Planner

Prepare for the Future of Project Management

Project Online retires on the 30th of September 2026. CPS helps you move smoothly to Microsoft’s intelligent, all-in-one Planner platform; with zero data loss and full team adoption.

Introducing Planner

If your organisation is still using Microsoft Project Online or on-premises versions such as Project Server 2013, 2016, or 2019, or even platforms like Monday.com, Asana, Trello, Smartsheet, or Project Operations or Project Service Automation (PSA), it’s time to explore the next generation of solutions.

Microsoft’s focus is now on the new Planner (Project for the web) —a modern, cloud-based platform that provides flexibility, innovation, and seamless collaboration.

Planner is your future-ready PPM platform:

  • Manage all your work, from tasks to portfolios, in one intelligent system.
  • Stay on track with AI-powered planning.
  • Collaborate seamlessly across Teams and Microsoft 365.
  • Build custom workflows and real-time dashboards using Power Platform and Power BI.

A Modern, Intuitive User Interface

Easy scheduling and planning to keep your projects on track.

Seamless Integration with Microsoft 365

Work effortlessly within Microsoft Teams, SharePoint and more to centralise communication and resources.

Power Platform Integration

With the Microsoft Power Platform, the new Planner transforms into a customisable, enterprise-level PPM system. Build automated workflows, real-time dashboards, and advanced reporting tailored to your needs.

Your Migration Options Made Simple

We understand that every organisation’s journey to modern project management is unique. Whether you’re transitioning from Microsoft Project Online, on-premises versions, or third-party platforms, we’re here to make it seamless.

Our tailored migration tools handle the heavy lifting, ensuring your data is transferred efficiently and accurately. By adapting to your specific requirements, we minimise disruption and maintain data integrity, so your teams can focus on delivering results.

Migrate from...

Project Online

Full migration of project schedules, resource data, and historical baselines with minimal disruption.

Project Server

Move all your project details, team information, and past records from Project Server seamlessly, ensuring minimal disruption to your workflow.

Monday.com

Smooth data transfer of tasks, boards, and workflows into a unified Planner environment, ensuring continuity for your teams.

Asana

Seamlessly map projects, tasks, and team collaboration tools into the Microsoft ecosystem with a focus on maintaining structure and relationships.

Trello

Transition cards, lists, and boards into the new Planner for a more robust and scalable PPM solution.

Smartsheet

Migrate sheets, tasks, dependencies, and reports into a centralised Microsoft-based system, delivering a modern and connected experience.

Project Operations

Move from Dynamics Project Operations to a flexible Power Platform-driven solution that integrates advanced project scheduling and reporting.

Our proven migration approach

At CPS, we make the transition to Microsoft Planner simple and secure. Our structured methodology ensures that every step is covered:

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Assess & Plan

We start by reviewing your current ecosystem—whether that’s Project Online, Project Server, or other tools. Together, we define your future requirements, licensing needs, and stakeholder goals. We’ll also help build your business case, outlining costs, benefits, and ROI so you can secure buy-in with confidence.

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Design & Prepare

Next, we design your new Microsoft Planner environment. This is where we reimagine integrations, workflows, and dashboards, ensuring your new solution aligns with your strategy while unlocking fresh opportunities with Power BI and Microsoft 365.

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Migrate & Validate

When you’re ready, we migrate your data, permissions, and configurations into Planner. Every migration includes testing and validation to make sure your environment is accurate, stable, and ready for everyday use.

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Adopt & Optimise

Finally, we support your teams with training and adoption programmes, while putting governance and reporting structures in place. From there, we help you unlock automation and AI features so your new solution doesn’t just replace Project Online—it drives measurable business value.

What You'll Achieve

The focus on innovation and cloud-based solutions means that legacy platforms and disconnected tools will increasingly fall behind. By making the move to the new Planner, you’re investing in a modern, future-proof PPM solution that delivers:

Unified Collaboration

Improved teamwork across your Microsoft ecosystem.

Scalable Platform

Works for both small projects and enterprise portfolios.

Customisation & Insights

With Power Platform and Power BI driving automation and decision-making.

Don't Wait

Take the next step in your PM evolution.

The future of project management is already here: modern, connected, and adaptable with the new Microsoft Planner.

At CPS, we guide you through every stage of the journey, from defining your vision to migrating your data seamlessly and embedding adoption across your teams.

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Here’s why organisations trust CPS with their migration:

  • Zero disruption – your Project Online environment remains stable while we plan and execute your transition.
  • End-to-end expertise – from business case support and licensing strategy to data migration and Power BI reporting.
  • Future-ready outcomes – unlock AI-powered planning, Power Platform automation, and seamless Microsoft 365 integration.
  • Partnership approach – we don’t just move your data; we modernise your PMO so it delivers lasting business value.

The future of project management is intelligent, collaborative, and adaptable; and we’ll get there together.

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