Two way integration with microsoft planner and Microsoft projects
Have full in depth integration between microsoft planned and Project to ensure the reach is greater and not limitted to the Project environment, Ideally it should also link to PWA and the full Microsoft Projects.
Hi everyone – thanks for the feedback so far. In regards to Planner & Project for the web, we are definitely listening to these scenarios and thinking about how to improve them!
Would helping import from Planner to Project be helpful in this case, and enabling teams to work in Project?
I read a lot of comments on making sure we can leverage full Planner capabilities in Project, team members being able to see and complete their task, and not wanting to “re-write” and “move” tasks over. Are these the most important scenarios for us when thinking about this area?
Just watched a video from PPM Works who says they have implemented this integration.
Maria Espino commented
Here is an use case for you guys:
We have several templates in Planner (saved to a commonly used O365 Group). We have instructed all of our PMs to copy this plan into their client's workspaces (Client workgroup in O365 Groups) so that it can be utilized and managed with a corresponding client. Okay.
Now, what we would like to be able to do is have an option in the ellipses that allows to "attach" that Planner instance into either a) an existing Project Online or b) Project Desktop (saved in the client's documents for that Office 365 Group). The Planner tasks become synced to that Project and when a team member updates a task in Planner, that same corresponding task is updated in the Project Online or a cloud-saved Project Desktop file. BUT if I open the Project Online site or Project Desktop file and update a task THERE, that change should also be reflected back in the Planner instance that is attached to that project plan. This way a Team member that lives in Teams for example can make their updates there, while a PM that lives in Project Online or a .MPP can track those updates in real time.
It should also work that when I ADD or DELETE a task in Planner, that task appears or is removed from the project plan --- vice versa when I ADD or DELETE a task in the project plan, that task appears or is removed from the Planner instance. IN REAL TIME (or as close to it).
That's a two-way communication that does not exist today.
Planner has a great UI and is very flexible. Having integration from a Project task to a Planner task would be a great add! End users or team members would only need to be exposed to Planner but the project manager and those interested could get a fuller view in Project.
Benoit Fournier commented
P4W and Planner should be the same product. Make 2 linceses level if you need more money, not 2 different products.
The integration is helpful from a Program perspective. I use planner with buckets as milestones so I can manage multiple projects in one planner. The fact that the projects don't push into planner and vice versa creates more admin work for me than necessary. The export/import is cumbersome, we should be able to just choose which items we want to be represented from planner into the larger Project (which may represent an actual program) and be able to do so from multiple planners.
For example, what sits on an individual teams roadmap or planner may need to be pulled into the larger Org's Project overview (Program view) and it should be easy for us to do this.
It would be great to have a project mobile app for android/IOS too
I 100% agree that integrating Project with Planner would be a huge benefit! It is currently very challenging to manage updating sub-tasks separately in planner and understanding how they tie in to the bigger project plan. The key would be to only have to update once and be able to show progress in a collaborative environment that everyone has access to. Having the ability to show these in MS Teams would be the next level
Merging Project & Planner would be fantastic! Tier 1 would have all the basic Planner functions (dates, status, notes, comments, boards). Project managers (with a project license) users could then plan these tasks, manage dependencies and create roadmaps.
I am using a microsoft project standalone to create the master project plan & to integrate with the planner application. Kindly tell how this is possible.
Planner is great at dispatching (through Teams, for instance) the tasks to people doing the work. Project, on the other hand, has the high-level overview, ressources and dependencies management necessary for people planning the work. Two-way sync would be an absolute killer!
1) allow checklist items to be subtasks in planner so each item can be assigned a person and date
2) Merge Planner and Project.
3) Make buckets projects.
I think that the rest of the colleagues have explained magically all the features that it could be helpful, but I also want to show my own scenario and how it could be useful for my company (more or less take into consideration previous examples):
The PM create the project with all the settings on MS Project, then the specifics tasks for each resource assigned can appear in planner, where users/resources could put the progress in the task (to do, in progress, done), when they do this tracking declaration it automatically is updated in the project in MS Project.
Honesty, it's not very helpful only can put one or two task in one plan on MS planner.
For example, I have a project for a marketing campaign.
This campaign involves 2 graphic designer (GD1 and GD2), 2 digital marketers (DM1 and DM2) and a marketing manager.
I create the schedule of all the tasks: brainstorming de campaign, design banners, design campaign images, publish posts, running PPC campaigns, etc. and I assign each task to one resouces. All of that it's going to be in my project schedule. What I want is to be able of sending/displaying each single task in MS Planner assigned to a resource automatically from MS Project, then each resource in their MS Planner (even in TO-DO) can manage their list of tasks with due dates, and when they mark them as finished have the update in my project. Probably it could be with some kind of approval from PM, so the PM receive a approval request of update the task, the PM aproves it and it's done.
The info of the tasks is created from the beginning on MS Project, why is it necessary to re do the work in planner when you can show same info there?
If you achieve to do that, it would be amazing
Claus Jarrels commented
As the users uses to-do and planner to manage their daily work, its a HUGE problem that tasks assigned are not combined from the project. It undermines the MS project value becurse project participants has several places that tasks are stored.
Todd Felton commented
Would love to be able to use Planner (Tasks) in Teams for our internal team and share a Gantt from Project on the Web with clienets.
It would be extremely helpful to have two way integration between planner and projects for the web. Working x-collaboratively between different teams with a singular project owner makes it very difficult to get everyone on the same page. Having the ability to create a projects with tasks that port over to specific planner group assignments that could then be updated by the assigned worker would be very time saving and helpful. This way I can ensure the tasks are being done at the project level, while my coworkers simply look at their individual planner tasks. I could then see the density of tasks in a specific groups plan to gauge resource allocation in a certain group or the bucket allocation in a specific group.
Having these two programs be separate creates a lot of organizational issues. Honestly, they could function as a single program IMO.
There needs to be synchronization between planner & project tasks. Users are already used to working with Planner tasks. Allowing the status of these tasks to sync with project will help the project manager manage the project timeline while also allowing the users to update the status in a format they are familiar with.
agile project mgmt is happening in MS Teams, because Teams is the one stop shop where most O365 tools like Planner, SharePoint etc. come all together. Furthermore, it's easy to use. People don't care which technical application there is in the background and they don't wanna switch between thousands of apps. By introducing a two way sync between Planner and MS Project we can ensure that the project members maintain there tasks within MS Teams with the help of the Planner integration and the Project Manager can still work in MS Project. So please just implement it. We don't want to spend money for any 3rd party adapter which is able to do so
We would linke to have a Connection between Projects and Planner so that the Tasks will automaticalle created and updated in Teams if it is created or updated in Project. It should also be possible to update a Project by updating the Task in Planner.
Modet Georgei commented
I am not sure what is really the advantage of the planner Icon in projects. I can create a hyperlink and will achieve same results. unless i am missing something.
In my opinion, if there is no real sync of data between both tools, then what is the point?!. My expectation is to be able to manage a project task, entered originally in Ms Projects, also in planner.
We would prefer a 'live' integration rather than the export option. This would allow us to utilise Planner Cards to fully manage operational tasks on an individual/Team level rather than users having to visit several Project for the Web Planner Boards to identify their tasks. An alternative would be a planner Board view at the Roadmap level with the Planner Hub/Schedule features.