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’re still looking at how to build a deeper integration with Planner, a few small steps at a time. We’ve started some initial work, but always looking to hear more feedback!
Per our previous comment, we aren’t focusing on a 1:1 planner task:project task scenario (similar to a “sync”), rather improving the 1 planner plan: 1 project task scenario.
Please continue leaving comments and feedback, it’s all very helpful to us.
The 1 Planner to 1 task is not very useful. Right now in Project I can create a custom field and put in the hyperlink to a planner plan and accomplish the same functionality. I guess a slight improvement could be that every resource in that planner plan shows up against the task and that the overall status of the plan would reflect in the project task. Anyway, IMHO the 1 Planner Task to 1 Project Task is what would be useful. Thank you : )
Trutz-Sebastian Stephani commented
I can see an additional value with the 1 task : 1 planner card sync: This would directly go to Outlook in the same manner as the new ToDo sync. Then you could tick of tasks either in Outlook or Planner and you would have something that the Work Management feature in SharePoint 2013 tried to provide: all tasks in one place. Of course, this might prove problematic when you want to do timesheeting
The 1 planner plan : 1 project task scenario doesn't make sense and I can't think of a practical use case. The 1:1 sync is the only way to go; ideally POL would be an interface primarily for project managers while all resources could use Planner to monitor their work and sign offs.
The project sites are another issue.. I don't need multiple sites for each project. I agree the post below suggesting each project gets a teams site.
Steffen Reister commented
Planner should be the work managment Tool below Project Schedules, what at the end means that a Project Task/ Summary Task should be synched with detail Info from a Planner plan, like earliest start and latest end, progress - and what ever is wanted by the Project Manager. So make it somehow configurable which information from Planner should be synched to the linked Project Task into which Field (could be be a Custom Field also). We may have also custom Fields in Planner in the future!?
I agree with Trutz but want to add that a link should be managed in Project Client or in POL - should be up to the user where he prefers to work!
I think the sync scenario is the only way to go.
Ideally being able to create a link to planner based on a summary task/work package.
This would created the plan in planner and all subordinate tasks are then created and progress synced between the two.
The issue we have is that smaller teams struggle with Project and are more familiar with light weight planning tools such as Trello or Wrike - Planner is a great fit for this but does not allow proper integration with our larger enterprise Projects.
Our departments work on their own small projects in Planner but also have to use Project for the larger cross department projects. Having them use one common light weight tool would be the goal
Trutz-Sebastian Stephani commented
I think the whole infrastructure should be build up new.
-Make POL compatible with Modern UI
-Create a new MS Teams group for each new project and use the Teams SharePoint site as the Project Site
-Then create Planner plans inside this group and link them to the tasks in the schedule
-Linking and everything should not require the Project Professional client
-Aggregated information from Planner should be synched to the project schedule: progress, assigned users, earliest start, latest due date
@Admin - thanks for keeping this on the plate.
Is the plan to have a "sync" like feature between MS Project & MS Planner at some point? And you are looking for some small bite sized features that get us there?
Or is the "sync" like feature not in any plan for at least 3 years?
If a "sync" feature is not in the plan, I do not see this as helpful because my prjoects and project resources would be spread across 2 environments (cannot do all our resource planning and project reporting from one place - unless you have another solution for these coming out..).
If the "sync" feature is in the plan, then we could deconstruct what the end state looks like and begin releasing improvements each Quarter that get us there.
Example features that lead up to the "sync":
* Create 1:1 linkage between project and Planner (view only, perhaps only at time of project creation)
* 1:1 linkage with some 1 way updates (then release fields allowed to be updated over time)
* 1:1 linkage with 2 way updates (release more and more fields until we get to "sync" status)
Any updates on this? Quiero Mucho!
We try to combine MS Project break down structure with Planner/Tasks in Teams. We were able to link a MS Project plan with a plan of planner / teams tasks. We had to recreate the tasks in planner to allow the project team members to work down their tasks in Planner / teams tasks only. And we have still to update the progress of tasks in MS Project manually. Therefore, we heavily support a deep integration as proposed (having tasks synchronized between Planner cards and MS Project tasks). Some start was made by www.solvin.com with their Planner Bridge. The planner bridge synchronizes buckets with summary tasks in MS Project and shows the progress of the buckets in an extra field of the summary task. The "original" MS-Project task progress needs still to be updated manually.
Rachel Johnson commented
I see that there is integration between MS Planner and Project, but not for those using a perpetual license, which includes my organization. Is there a timeline for this integration with the perpetual license version of MS Project?
Kyle Burke commented
This would be an amazing feature, and would definitely help bridge the gap between project management and delivery.
Considering the reports & dashboards with Power BI is already taken care of, this could be the final piece of the puzzle for end to end project management with o365.
Does anyone have any further updates since the March '18 movement into planned stage?
Besides tasks, there needs to be some integration of project/planner sites. I don't need two different sites. If I have a project, planner should use whatever project site is created.
Also, even if planner wasn't using the project site, it doesn't appear that you can configure what site collection to use for the group site. So, what happens when you hit the 2,000 maximum?
Can you provide an roadmap, or at leat some ideas about these features? What can we expect?
I´m at a project were we are re-creating an Sharepoint intranet in Office 365, and we have project sites with use the task list inside the sharepoint page in sync with microsoft project.
How can I use microsoft project with an modern website, without project server?
I'm looking for the exact same flow. From a project perspective, there truly is no use of Planner without Project interfacing directly. Task creation and allocation is the key to the success of a project. With that lack of interfacing, it requires duel efforts..
Yes please!!! Integration now and can you make it bi-directional
I was puzzled to find this post, as I naively thought this was was implemented in the post mentioned above.. I dont have Project Online yet, but was looking at trying it out to test the planner integration and I need a Planner like tool in place before summer.. .
My manager is pushing Trello, but i was hoping of Project Online and Planner in a way to benefint from the reporting and big overview from Project while having the Planner app to my project team.
@ Admin - glad this was changed to PLANNED status !!
If you have updates on what "deep integration" release 1 looks like, we would be interested to hear your thinking.
I am hopeful "deep integration" means a 1:1 integration between Project Online tasks:Planner cards as I outlined below.
Josh Childs commented
We have a similar challenge where some of the resource groups have work packages of their own that they need to track, and which we need visibility to from within Project Online (our resource planning tool). The data driven interface of project online is not useful to them, the cards driven interface is much easier to comprehend. However, ultimately they will have to double enter information if a strong link is not established between the two, or a card style interface is not developed for project online specifically, to ensure the resource usage and completion status are correct in both places.
@Admin: I am surprised to hear your research is showing only to link a project task to a high level planner plan. In my last 4 jobs, I cannot think of how that would be useful.
I see the big gain here is with a 1:1 Planner Card to Project Task mapping. The current version could have been done with an ECF and a Macro. It is the tighter integration we really need your help with.
Otherwise we will not get the resource planning required for organizations.
I am looking at this to make MS Planner the main conduit or UI for our team members into their tasks. Planner represents a team member's work very well. If we add the 1:1 linkage and a few critical fields added into Planner (actual work (and date), remaining hours, estimated end date, notes) then team members could use Planner exclusively for their task management and timesheet reporting.
All of this would then roll up for project managers and executive reporting into the same reporting available today.
If this 1:1 link between Project and Planner was available, usage of Planner would increase within months. All MS Project installations could now offer a Small & Large project solution to project teams. They no longer need a project manager to manage ms Project schedule and hours and time (painful and time consuming).
All their team work could be managed in Planner (or Project for large). All work would be captured and reportable and manageable with the resources and reporting in MS Project/Power BI/other.
Ian Bruckner commented
Now that we're piloting this... I'm finding that I'd really like to be able to point to buckets of a plan from tasks in project... not just a task to a plan, but a task to a bucket. There would be incredible number of plans needed to fulfill even a few concurrent projects... a number such that a team member trying to navigate which plan they should be looking at would be nuts. But if a bucket were roughly equivalent to a deliverable or package of work, that about fits the breakdown I'm finding appropriate.