Question 1

What is the Project Online Inventory Checklist?

Accepted Answer

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.

Question 2

Why do I need a pre-migration inventory?

Accepted Answer

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.

Question 3

How long does the checklist take?

Accepted Answer

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.

Question 4

Is the checklist actually free?

Accepted Answer

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.

Question 5

Can I work on this across multiple browser tabs?

Accepted Answer

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.

Question 6

What does "at risk" mean, and what happens when I flag items?

Accepted Answer

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.).

Question 7

What's in the PDF?

Accepted Answer

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.

Question 8

Are there any usage limits?

Accepted Answer

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.

Project Online Inventory Checklist

What you get

35-item scope

Score + readiness tier

At-risk remediation

Migration sequence

How it works

Walk the 35 items

Auto-saves locally

Export the PDF

Frequently asked questions

Plan your exit in Onplana.