Creating a Project

What a project is and how its four-step workflow is structured.

Creating a Project

A project is one migration job. It belongs to a single client and progresses through four steps from setup to completion.

Create

Open a client and click New Project. Give it a descriptive name ("HR File Share → SharePoint" beats "Migration 3") and save.

The four steps

Every project follows the same sequence. The dashboard gates you at each step — you can't skip ahead.

  1. SetupAgent connects and selects source folders
  2. DestinationSharePoint library or OneDrive user is picked, either as one destination or as per-folder mappings
  3. Scan — pre-migration analysis runs (details)
  4. Migrate — files upload to Microsoft (details)

You can revisit completed steps at any time. For example, after migration you can change the destination and start a new migration — CloudMove doesn't lock the project once a migration completes.

Project metadata

Each project has:

  • Name — editable
  • Client — set at creation, can't be changed (delete and recreate if needed)
  • Status — see Project Status & States

Delete a project

Deleting removes scans, migrations, errors, and logs for this project — but not the files already migrated to Microsoft. From the project detail page, click Delete and type the project name to confirm.

Next steps

Continue to Source Folders to add the folders you want to migrate.