Deep integration with Microsoft Planner
Imagine this: you create a task in MSProject that requires action from a task owner. You click the Link to Planner button and go through the linking process (https://blogs.msdn.microsoft.com/brismith/2017/08/29/microsoft-planner-linking-plans-to-a-project-task/#comment-48795). But instead of just being a link to the Planner plan, you actually see the task as a card on the plan, with Task Name, Start Date, Finish Date, and Resources all being pulled from MSProject to Planner. And you can add more tasks from MSProject to Planner, each as its own card. You then add this plan to a tab on Teams, and people can go from the plan to the document they're tasked to work on and back to the plan to mark their task complete, which then pushes back to MSProject as a completed task.
Wouldn't that be awesome?!
We hear you – thanks for the feedback. Please keep sharing your scenarios and your asks here. We want to make sure we have a great experience between Project and Planner.
In teams keep the TAB name in sync with the name of the planner plan (or rather: the TAB name should BE the planner plan name), so if the name changes it gets updated also in Project online
James Ward commented
Ideal usage scenario:
1) Top level project plan created in MSP
2) individual responsibility plans created in planner
3) links established in MSP to plan with following hierarchy:
Dependencies can then be established to other tasks within the msp file, driving subsequent work.
when adding a link, hide the plans that are already linked
When a link is made, display the name of the team/group together with the name of the plan
keep the name of the project task and the planner plan in sync
Did anyone mention yet: create a planner plan directly from the task in project.
automatically sync the end date of the project task to the due date of all cards in the related planner plan
A lot of people here request a 1:1 sync between project task and planner card, and i don't really understand why. In my idea a work item can either be a project task (known effort and duration, maybe impacting the critical path) or a planner card (just something that needs to get done), but not both. Unless the real underlying requirement is that people want their team members to access and execute their work in only one environment. But then it makes more sense to me to show myTASKS (project) separately in a team channel.
that is what I expected as well, how soon can get it done or can we use the flow to do it?
I like the current setup where on Project task corresponds to a planner plan that contains multiple more detailed planner tasks. and i think replicating information between planner and project just complicates things. A deeper integration would be useful for me if it allows for easy navigation back and forth (e.g. in planner display some basic info of the project task plus a link to jump to the project. And in project the ability to drill down a project task and see the underlying planner tasks), and aggregate planner task info to the project task (% complete, indication if a plannertask is late etc).
As a PM who runs large programmes and detailed Project Plans / Work Packages I agree with the need for Project Task to Planner Task (and bucket) integration and bi-directional sync, the current "link one task to a planner plan" is nonsense. I would prefer to see the mapping to a planner plan done at work package level.
I like using paper planner, like https://onplanners.com/planners/best-planners-goal-setting
One of the main reasons I like to use a paper planner to get organized is the ease of its use. Even if you’re tech savvy and don’t have any problems navigating apps and programs, digital planners still have a bit of a learning curve.
Yaron S commented
Really cool feature,
We using in our company in MS Project online and I road that have option to integrate with Planner feature,
I did the steps according write in the site, but the tasks not integrate to Planner system .
I opened ticket to Microsoft, and representative tell me in the conversation that the feature did'nt release yet (have only the infrastructure)
it's correct ?.
Elmar Dam commented
anyone who integrated the fluentpro integration hub? it seems to do what we all would like to see.. due to security considerations we didnt implement fluentpro.. But it seems quite cool what they managed!
more info: https://fluentpro.com/integration-hub/
I was so excited about this feature. Couldn't wait for planner to be released to GCC. I was shocked to find out that I can't link a task in project to a task in planner, but I have to link a task in project to a project in planner. Doesn't make any sense to me. I'll probably not use Project then and just use planner.
If we could have Planner, as it exists today with a few added features, it would be a great addition.
Must Have Features:
* Planner card has a Two way sync with a MS Project task. Each side is updated if the other side is changed (eg: dates, notes, attachments, people assigned, etc...)
* Ability to enter critical work hours in Planner Card per resource (hours completed by day, hours remaining in task), which would be very welcome feature for people to use Planner to input their hours (progress) vs. having to jump to TIMESHEET as well. The key is getting Project resources to do all their work in Planner (easy to use, lightweight), and all this would roll up into our Resource Planning/Power BI Reports.
That would really be great if we can link 1 planner by project and that we can find in the planner alle the tasks of the project.
The update, creation,... of tasks would be possible from both side (planner or project).
If we have more than 1 project in our project online, then that would be possible to find alle this project in planner hub.
Seriously? 1 planner plan: 1 project task doesn't make any sense. I'm trying to think of a use case but I'm struggling.
Steffen Reister commented
To the previous post I'd like to add also:
- a 1:1 ProjectTask: Planner Bucket
Why not giving the possibility to users to choose the level of sync they want/need?
For example having a parameter that will allow users to decide the level of sync:
- either 1:1 planner task:project task
- or 1:1 planner plan:project task
- and why not 1:1 planner plan:project plan
I can imagine this would be a complete different work to accomplish, but it would allow anyone to choose how they decide to work