Data migration

As part of the data migration process, standard Microsoft has provided the ability to export and import data. Still, some masters, transactions, and invoices have limitations to importing data such as projects, team members, tasks, resource assignments, estimates, journals, invoices, etc. This release added development on the above areas to import data in Project operation and will sync to Finance & Operations.

New views are created for all the standard forms with required/mandatory fields for data migration. Users can switch the Data migration view to export the excel template/file and import the data to project operations.