10.1 About Projects

The Project enables you to track the following information for your transformation project:


A friendly name for the project that is unique in your organization. The name must begin with a letter or number. It can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.


The name of the parent organization for the project.


(Optional) A brief description of the project.

Start Date

The date that the transformation of workloads is planned to begin.

End Date

The date that the transformation of all workloads must be completed successfully.

Custom Field Names

Additional information types that you want to track for a project. You can define 1 to 8 custom fields. Each custom field is independent, and can be used for any purpose. Uses might include a new attribute, a logical tag, a priority system, contact information, business unit, and so on.

For example, if you want to identify the workload with its day-to-day IT administrator, you might define the Custom 1 field name to be Contact for the project. Values might be the contact person’s name, user name, or email address, as appropriate for your project. You specify a workload’s value for the Contact field in the Workload dialog.

NOTE:The custom field names are added to the Advanced Search dialog and Bulk Edit dialog when the Global Project Selector is set to the project.


Associations define the relationships between a variety of components and the project. You can perform the same tasks on each tab that you can on their primary tab, with the exception of the Workloads tab. For workloads, you can view information about the source and target workloads associated with the project.

  • Planning

    • Waves (Create, Edit, View, Delete)

    • Batches (Create, Edit, View, Move, Delete)

    • Applications (Create, Edit, View, Delete)

    • Workloads (View, Edit, Delete, Status Change)

  • Resources

    • Credentials (Create, Edit, View, Delete)

    • Platforms (Create, Edit, View, Delete, Retry)

      • VMware Clusters

        • Clusters

        • Hosts

        • Networks

        • Datastores

        • Resource Pools

        • Workloads

      • Azure

        • Location

        • Networks

        • Datastores

        • Resource Groups

        • Workloads

    • Migration Servers (Create, Edit, View, Delete)

    • Environments (Create, Edit, View, Delete)

  • Users

    Project role assignments at the project level are automatically inherited by their child components.

    • Dashboard Viewer (View, Add, Remove)

    • Migration Specialist (View, Add, Remove)

    • Project Architect (View, Add, Remove)

    • Project Manager (View, Add, Remove)

Project Status

You can use the Set to Completed option to close a project at the end of the project lifecycle. A closed project provides a Reopen option to reactivate the closed project.