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.
The question, the details, the next step.
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.
- [S1] Create time entries in Dynamics 365 Project Service Automation learn.microsoft.com · Checked
- [S2] Time overview for Dynamics 365 Project Operations learn.microsoft.com · Checked
