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What should I verify when migrating team time entries between apps?

Quick answer

Compare a defined set of old and new entries across dates, durations, project or task assignments, and user attribution. Match records using a stable identifier where available; otherwise use a documented combination of fields and flag ambiguous matches. Check totals by person and period, inspect exceptions, and retain a record of what was compared and corrected. Confirm how the destination represents drafts, submitted entries, and approvals before treating workflow status as preserved.

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The question, the details, the next step.

Question

What should I check first? We have a lot of entries, and I don’t want to assume that a successful import means the history is right.

Geez

Treat the import as a set of records to reconcile, not as proof that every field transferred correctly. First agree on the migration scope: which people, date range, projects, and entry statuses are included. Then create a field map from the old app to the new one. At minimum, compare the entry date, duration, project or task assignment, and the person credited with the time.

Use a stable entry ID if both systems preserve or expose one. If not, define a matching key before comparing—for example, person + date + project/task + duration. That combination is only a practical matching aid, not proof that two records are the same; repeated or edited entries can collide. Set aside ambiguous matches rather than silently merging them.

Follow-up question

How do I check dates and durations without reviewing every row one by one?

Geez

Use two levels of checking. First, compare summary totals for the same scope in both apps: entry counts and summed duration by person and by week or month. These totals can reveal missing or extra records, but matching totals do not prove that the individual entries match—one missing entry and one duplicate can cancel each other out.

Second, inspect individual records. Include a sample across the beginning, middle, and end of the date range, and deliberately include unusual cases: entries near midnight, short or long durations, edited entries, and dates around any agreed reporting boundary. Check that the destination date means the same thing your team expects; note any time-zone or date-format assumptions rather than guessing. For discrepancies, record the old value, new value, and agreed action. Don’t “fix” a difference merely to make totals line up.

Follow-up question

What should I look at for project assignments and who gets credit? Some projects have similar names, and people may have changed teams.

Geez

Compare project and task identifiers where available, not just display names. Names can be renamed or reused, so keep a mapping from each old project or task to its intended destination record, and flag anything with no clear match. Check entries assigned at different levels—project, summary, or task—if your systems support them. For example, Microsoft’s Project Operations overview describes entries tracked at task, summary, or project level; it also describes a workflow involving submission and approval. That is product-specific context, not evidence that a migration preserves those assignments or statuses [S2].

For attribution, compare the source person identifier to the intended destination user, not only a visible name. Keep an explicit mapping for renamed accounts, departed team members, and unmatched users. Do not assign an unmatched entry to the importer or a manager as a convenient default. In Dynamics 365 Project Service Automation version 3.x, the cited guide discusses fields such as project, task, and resource, but it does not explain cross-app migration or preservation of original user attribution [S1].

Follow-up question

Can you give me a reusable reconciliation record and a final checklist?

Geez

Use a small log alongside the comparison. For example:

Scope: [date range] | [people/projects included] Match key: [stable ID, or documented field combination] Group totals: source [count] / [duration] | destination [count] / [duration] Exception: [entry reference] | field: [date/duration/project/user] | source: [value] | destination: [value] | action: [reviewed / corrected / unresolved] Reviewed by: [role or name] | review date: [date]

Keep unresolved exceptions visible and state whether the history is ready for your team’s intended use. A total comparison and sample review are useful controls, but they are not a guarantee that every record or workflow detail was preserved. The cited product materials describe particular Dynamics 365 features; they do not establish a general migration method or prove that approval history, original attribution, or every date and duration survives a move [S1][S2].

A practical checklist

  • Write down the included people, date range, projects, and statuses before comparing.

  • Map old project/task identifiers and user identifiers to their intended destination records; flag uncertain matches.

  • Compare entry counts and duration totals by person and time period, then inspect individual records for exceptions.

  • Review dates, durations, project/task assignments, and credited users in a sample that includes unusual cases.

  • Log each discrepancy with both values, the review decision, and any unresolved question.

  • Confirm separately whether workflow states such as draft, submitted, or approved are represented as intended.

A few more useful answers

Are matching totals enough to sign off?

No. Equal counts and duration totals can hide swapped, duplicated, or missing individual entries. Pair summary comparisons with record-level matching and exception review.

What if there is no shared entry ID?

Define a matching combination, such as person, date, project/task, and duration, and use it consistently. Flag collisions or uncertain matches for review instead of treating the combination as a guaranteed unique identifier.

Should imported entries keep their old approval status?

Check how the destination represents statuses and what the migration actually carries over. The cited product overview describes a particular approval workflow, but it does not establish that another app’s approval history can be migrated or preserved [S2].

Sources

References used for this guide.

  1. [S1] Create time entries in Dynamics 365 Project Service Automation
    learn.microsoft.com · Checked
  2. [S2] Time overview for Dynamics 365 Project Operations
    learn.microsoft.com · Checked

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