Move from Project Online to a PMO-ready platform

Fluid’s simple migration approach helps you bring your portfolio, data, and governance into one PMO-ready platform before the deadline.

Project Online retires 30 September 2026

Move your portfolio, your data and your governance to one platform built for PMOs. Without the rush, the gaps, or the bolt-ons.

  • A guided, phased move with your data preserved — not a scramble before the deadline.
  • Schedules, financials, resourcing, risks and reporting — no add-ons, no Planner ceilings.
  • A proven GO-LIVE programme that’s moved enterprise PMOs off legacy tools for years.
  • Continuous Innovation — run your process and projects on a platform built for today’s PMO, constantly evolving to our customers’ needs.

Innovative organisations love Fluid

What’s actually changing

This is a hard stop, not a soft sunset

Microsoft is retiring Project Online and steering users to Planner. For an established PMO, that creates four very real risks worth getting ahead of.

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Your data disappears

After 30 September 2026 there’s no access to projects, schedules or history left in the service. Export and migrate before then.

Governance breaks earlier

The SharePoint workflows powering Project Online approvals and stage gates are deprecated ahead of the final date.

The default replacement is a downgrade

Planner caps tasks and custom fields and lacks native financials and full PPM governance — a step back for a mature PMO.

Time runs shorter than it looks

A single portfolio can move in weeks; a full enterprise estate can take up to 20 weeks once you account for data, integrations and training — so the runway is now.

The Fluid GO-LIVE path

Off Project Online and fully live — in four steps

A phased, low-risk move that brings your schedules, financials and history across intact. No big bang. No data left behind.
01
Assess
We map your Project Online setup, data and integrations against your target state.
02
Migrate
Projects, schedules and financials move across — preserved, not flattened.
03
Configure
Governance, templates and reporting set up around exactly how your PMO works.
04
Go live
Teams trained and delivering — comfortably before the September 2026 deadline.

Your migration, step by step

A practical guide to moving off Project Online

Every Project Online estate is different, but the path is well-trodden. Here’s what your existing setup becomes in Fluid — and what to have ready before day one.

What your Project Online setup becomes in Fluid

In Project Online
In Fluid
Enterprise project types & detail pages
Portfolio and project templates
Enterprise custom fields & lookup tables
Configurable fields and data — no ceilings
Resource Center, capacity & rates
Full resource management: roles, skills, capacity, rate cards
Project Center & PWA views
Live portfolio dashboards and saved views
OLAP cubes, Excel & Power BI reports
Real-time Fluid reporting, with Power BI
SharePoint task lists & timesheets
Fluid work plans and built-in time tracking
PWA workflows & stage gates
Native governance, approvals and stage gates
RAID logs in SharePoint or Excel
Built-in risks, issues, decisions and dependencies

What to have ready before day one

An inventory of your enterprise custom fields and project types
Your list of integrations — Teams, Power BI, Jira, SharePoint
The reports and dashboards you use as part of your MSP process
Your resource list, roles and rate cards
Open risks, issues and dependencies to carry across
Security roles and who needs access to what

Fluid vs the default path

Don’t downgrade. Upgrade.

Microsoft points Project Online users to Planner. Here’s what you keep — and gain — by moving to Fluid instead.

Capability
MS Project Online → Planner
Fluid
Portfolio & programme hierarchy
✕ No
Full multi-level
Task ceiling per plan
~3,000 tasks
Unlimited
Custom fields
~10 fields
Unlimited
Financials & rate cards
✕ No
Built in
Resource management
Basic
Full capacity & rates
RAID, governance & audit
✕ No
Native, AI-assisted
Everything in one platform
Add-ons needed
✓ Yes

Planner task and custom-field limits per Microsoft documentation, 2026. For illustration — confirm current limits for your plan.

Nothing left behind

Your history comes with you

The fear with any migration is losing what you’ve built. Fluid brings it across.

Schedules & Gantts

Tasks, dependencies, milestones.

Financials

Setup budgets, forecasts, actuals and rate cards.

Resources

Allocations, roles and capacity plans.

Portfolio structure

Programmes, projects and hierarchies.

Reporting

Live dashboards, not static exports.

Integrations

Teams, Outlook, Power BI, Jira and Excel.

“I’ve used MS Project, Planview, Smartsheet and Wrike over 25 years — but never seen such a comprehensive project management and PMO tool.”

Rav — PMO Consultant · G2 review

Testimonial

Fluid offers an entire suite of functionalities I need to track and report on project costing and resource management. The ‘all-in-one’ aspect makes it a valuable place to house our project cost management.

Anna, Financial Analyst

5 star PPM Software Provider
Testimonial

I have worked on projects and programmes for over 25 years and used MS Project, MS Excel, Planview, Smartsheet and more recently Wrike but never seen such a comprehensive project management and PMO tool.

Rav, PMO Consultant

5 star PPM Software Provider
Testimonial

The financial reporting in particular impressed me - paired with resource management capabilities like unlimited rate cards, roles, capped hours and placeholder resources - the reporting on project, programme and portfolio level is brilliant.

Shannon, Infrastructure Programme Support Officer

5 star PPM Software Provider
Testimonial

My life has become much easier having Fluid! I am able to track my workflow daily. I am able to track each project and assign actions and make decisions on each live. This really helps in monitoring and execution.

Avinash, Senior Sales and Strategy Analyst

5 star PPM Software Provider
Testimonial

Fluid is a structured software solution that handles Tasks, Meetings, Projects and Portfolio Management. It scales from being a departmental solution to being an enterprise solution.

Gary, Managing Director

5 star PPM Software Provider
Testimonial

Fluid is an all-in-one Work Management System platform. It gives visibility of all activities in your business, business unit, team, incl status, due dates, resources and budgets.

Nicolette, Special Project Manager

5 star PPM Software Provider
The deadline is fixed — your runway isn’t getting longer

Make the move off Project Online the easy part

Book a 30-minute call to discuss your migration.

Book my migration call →

What PMOs ask before they move

When exactly does Project Online retire?

Microsoft has confirmed 30 September 2026 as the official retirement date. Sales of Project Online-only licences to new customers ended 1 October 2025, and existing customers can no longer create new tenants from April 2026. After the retirement date, projects and data within the service are no longer accessible.

Will we lose our data?

Not if you migrate beforehand. There’s no read-only mode or grace period after retirement, so data needs to be exported and moved before the date. Fluid’s migration brings your schedules, financials, resourcing and portfolio structure across intact.

Isn’t Planner the simpler option?

It’s the default Microsoft suggests, but for an established PMO it’s often a step down — task and custom-field ceilings, no native financials, and limited portfolio governance. Fluid is purpose-built for PMOs, so you upgrade your capability rather than work around new limits.

How long does a migration take?

It depends on scale and integrations. A single portfolio can be live in a few weeks; a large enterprise estate may run up to around 20 weeks end to end. Either way, our phased GO-LIVE approach delivers early wins long before the deadline.

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