Project Online Inventory Checklist
35 items across projects, resources, custom fields, views & reports, workflows, and integrations. Score your migration readiness, flag at-risk items, and get a PDF you can share with your migration team, before Microsoft retires Project Online on September 30, 2026.
What you get
35-item scope
Projects, resources, custom fields, views & reports, workflows, and integrations. The standard surface area of a Project Online tenant.
Score + readiness tier
Completion %, risk score, and a readiness tier string that tells you where you are in the migration journey.
At-risk remediation
When you flag items at-risk, the summary + PDF both surface them separately with guidance keyed to each item's migration risk class.
Migration sequence
The PDF includes the 35 items in a suggested execution order, prerequisites first, orchestration last, so the order-of-operations is obvious.
How it works
Walk the 35 items
Mark status (documented / in progress / at risk / not applicable), add notes, name an owner. Collapsible categories keep the list scannable.
Auto-saves locally
Your progress persists in localStorage so you can close and come back. Multi-tab friendly, if you edit somewhere else, this tab rehydrates on your next quiet moment.
Export the PDF
At 50% complete, the PDF export unlocks via email capture. Includes the full checklist, at-risk remediation guide, and recommended migration sequence.
Frequently asked questions
What is the Project Online Inventory Checklist?
A 35-item inventory template covering every artifact Project Online admins typically need to export or rebuild before migration: projects, resources, custom fields, views & reports, workflows, and integrations. Mark each item's status, add notes and an owner, get a scored readiness assessment.
Why do I need a pre-migration inventory?
Microsoft retires Project Online on September 30, 2026. Migration projects that skip the inventory step tend to discover missing artifacts mid-migration - orphaned custom fields, undocumented workflows, integrations no one remembered. Front-loading the inventory turns a "what did we forget" cleanup pass into a planned move.
How long does the checklist take?
Most admins work through 35 items in 30-60 minutes, spread across multiple sessions. The effort-hour estimates on each item describe the underlying inventory WORK itself (e.g. exporting all enterprise custom fields), not the time to tick the box on this page. Total inventory work for a mid-size tenant typically runs 80-400 hours.
Is the checklist actually free?
Yes. Work through the 35 items, see your summary inline, and download the PDF - all free. We ask for your email only for the PDF delivery plus occasional Onplana product updates tied to the Project Online retirement. Unsubscribe any time.
Can I work on this across multiple browser tabs?
Yes. Progress saves to your browser's local storage, and every open tab listens for changes in the others. If you edit in one tab and wait a moment, the other tabs rehydrate with the latest state. While you're actively typing, your current tab is protected - rehydrate waits until there's a brief lull so it never overwrites mid-keystroke.
What does "at risk" mean, and what happens when I flag items?
At-risk flags items you know you can't clean up before the retirement. On the summary, the readiness tier caps at "Almost there - close critical gaps first" whenever any CRITICAL-importance item is at-risk, regardless of overall completion %. The PDF includes a dedicated section with remediation guidance per risk type (data loss, rebuild required, etc.).
What's in the PDF?
The full 35-item checklist with your status/notes/owner per item, per-category scorecard, at-risk items with remediation guidance, recommended migration sequence, plus next-step links to pair this tool with the free Migration Preview and Migration Cost Calculator.
Are there any usage limits?
Yes - to keep these tools free and fast for everyone, we apply reasonable limits: up to 60 save-progress writes per hour, and up to 3 email unlocks per email per day. Limits reset on a rolling window. If you hit a limit, we'll tell you when you can retry. For higher-volume needs, email support@onplana.com.
Plan your exit in Onplana.
Onplana is a cloud-native alternative to Project Online, AI risk detection, integrated governance, live portfolio dashboards. Designed for teams migrating off PWA before the 2026 retirement.