BlogFeb 5, 2026•12 min read

Oracle ERP Data Migration Checklist for Construction Projects

Oracle ERP data migration for construction projects requires careful coordination across finance, project controls, and IT teams. Construction organizations must migrate cumulative job costs, work-in-progress (WIP), retention balances, and multi-entity financial data while projects remain active.

Interactive Checklist

Track your progress

Any break in financial continuity can affect margins, reporting accuracy, audit outcomes, and executive confidence. This Oracle ERP data migration checklist for construction projects outlines the key validation steps construction companies follow when migrating data into Oracle ERP. It reflects the practical checks required to ensure accurate, auditable, and reliable financial reporting after migration.

Who This Checklist Is Intended For

This checklist is relevant for construction organizations that:

Are implementing or upgrading Oracle ERP
Operate long-duration or multi-year construction projects
Rely on accurate job cost, WIP, and retention reporting
Manage multiple legal entities or joint ventures
Require finance-led approval before ERP go-live

Migration Checklist

Construction Project Scope & Portfolio Checklist

Before migrating data, construction teams should confirm:

☐All active, completed, and long-running projects are identified
☐Projects spanning multiple fiscal years are documented
☐Cut-off rules are defined for in-progress work
☐Historical project data requirements are agreed
☐Finance, project controls, and IT teams align on scope

Clear project scoping helps prevent downstream reconciliation issues.

Construction Master Data & Cost Structure Checklist

Construction ERP migrations depend on consistent data structures:

☐Job cost codes are standardized across projects and entities
☐Chart of accounts supports construction reporting needs
☐Project hierarchies align with Oracle ERP project structures
☐Vendors, subcontractors, and projects are deduplicated
☐Legacy-to-Oracle ERP mapping rules are documented

Inconsistent cost structures are a common source of reporting discrepancies.

Job Cost & Project Financial Continuity Checklist

Accurate job cost migration is essential for construction reporting:

☐Cumulative job cost totals are validated by project
☐Cost code-level details reconcile correctly
☐Project-level costs align with general ledger balances
☐Historical cost continuity is preserved across periods
☐Project reports match general ledger outputs

A technically successful migration can still produce incorrect project margins if these checks are missed.

Work-in-Progress (WIP) & Retention Checklist

WIP and retention balances require particular attention:

☐WIP balances are reconciled by project and reporting period
☐Retention receivable and payable balances are validated
☐Revenue recognition logic matches legacy treatment
☐WIP roll-forward calculations are verified
☐WIP schedules align with general ledger balances

These balances directly affect revenue recognition and cash flow reporting.

Multi-Entity & Joint Venture Checklist

For construction organizations operating multiple entities:

☐Opening balances are validated at each legal entity
☐Intercompany balances are reconciled
☐Joint venture reporting structures are preserved
☐Entity-level ledgers are validated independently
☐Consolidated reporting accuracy is confirmed

Each entity should be validated before consolidation.

Migration Testing & Parallel Reporting Checklist

Before Oracle ERP goes live:

☐Multiple migration test cycles are completed
☐Parallel reports are run in legacy systems and Oracle ERP
☐Job cost, WIP, retention, and GL results are compared
☐Variances are investigated and resolved
☐Validation outcomes are documented

At this stage, construction organizations often use independent reconciliation platforms such as Finance One to support side-by-side financial comparison without changing Oracle ERP configurations.

Go-Live Approval Checklist

Before approving Oracle ERP go-live:

☐All material financial variances are resolved
☐Finance and project controls teams approve results
☐Audit trail documentation is complete
☐Construction reports are validated
☐Executive approval is obtained

Oracle ERP go-live decisions are typically based on financial confidence rather than technical completion alone.

Post-Go-Live Validation Checklist

After Oracle ERP goes live:

☐Opening balances are reconciled in production
☐First-period construction financials are validated
☐Ongoing project reporting accuracy is confirmed
☐Audit and lender review requirements are supported
☐Early-stage reporting consistency is monitored

Post-go-live validation helps maintain long-term confidence in Oracle ERP reporting.

Conclusion

An Oracle ERP data migration checklist tailored for construction projects provides a practical framework for ensuring financial accuracy and reporting continuity. By validating job cost data, WIP and retention balances, multi-entity structures, and post-go-live results, construction organizations can adopt Oracle ERP with confidence and maintain reliable financial reporting.

Need Help With Your Oracle ERP Migration?

Our construction ERP experts can help you plan, validate, and execute your data migration with confidence. Get expert guidance tailored to your project portfolio.