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.
Can you please share why you are asking for a two way integration for Planner and Project? We are thinking a bit about a one way integration (import) from Planner to Project, but would like to better understand the ask for a two way integration.
If you could share scenarios and stories on why this is important, this would help us better understand the problem so that we can best support our customers!
To clarify – this post is in the “Project for the web” category, so the feedback should be aligned to the right application!
we have created Dashboards in TEAMS using Planner to retrieve tasks from various systems we use for problem tickets, change request tickets and more, to centralize these tasks at a single dashboard. Runs very well!
Now that we are using Project for the Web for Poject Managers, we are not able to link tasks from the Project Board to the Planner Board, which looks already pretty much the same. Consequence is that Project Managers cannot collaborate in TEAMS with the Team Members that only need Planner Cards to receive their tasks. Ideally, in a two-way integration, Planner task Cards linked to a Project Task would be updated, when the Planner Card was modified.
Oscar C. commented
I'd like to +1 on what the anonymous poster said on January 16, 2020 09:53. I think it's important to be able to leverage the existing Planner capabilities and utilize them along with MS Project for the Web.
For us it is not realistic to assign licences to all project participants - when all they need is to follow up on tasks. For this Planner is ideal and fully integrated with Office 365. We are a project organization of 7000 employees. We can assign licenses to Project Managers, but not to all project members. Basically, we cannot use the product until a two way integration is available...
Sriram Raghu commented
We currently use Planner for most things and people are in multiple Plans and have lots of tasks assigned at a time (to clear over a period of time). The planner app (across all the platforms it's supported on) acts as one place to look at Tasks that are assigned to a person and as a dashboard to view all the Tasks assigned.
If there was 2 way integration between then all the Tasks a person is working on will be in one place. This just makes so much more sense than having to go back and forth between Project and Planner.
Exactly this, "We have large projects where the project manager provides the overall structure of the project in the project plan, where the lowest level tasks represent workpackages to be executed by (sub)teams or workstreams. These workpackages have dependencies, effort, etc. etc. that the Project manager needs to manage.
The actual execution of the workpackage can constis of a large numbe of tasks, basically to-do- items that don't have dependencies, effort estimate, and that need to be created by the team members themselves. Planner is perfect for this, so the (sub) team can just work in their own planner plan."
Also, easier inclusion of job roles that generally aren't fans of Gantt charts or the overall project plan, but have specific and time-limited tasks (e.g., testing). Planner is great for this.
We have large projects where the project manager provides the overall structure of the project in the project plan, where the lowest level tasks represent workpackages to be executed by (sub)teams or workstreams. These workpackages have dependencies, effort, etc. etc. that the Project manager needs to manage.
The actual execution of the workpackage can constis of a large numbe of tasks, basically to-do- items that don't have dependencies, effort estimate, and that need to be created by the team members themselves. Planner is perfect for this, so the (sub) team can just work in their own planner plan.
- ability to link a planner plan to a task in the project plan.
- Ability to navigate from the (task in the) project plan to the planner plan (and back!)
- end date of the task in the project plan is the (default) end date of the tasks in the planner plan, and warning on the task in the project plan if the end date on a task in the planner plan is later.
- maybe, some way to sync progress on the project plan with e.g. % of tasks completed in the planner plan.
Herry Wong commented
Synchronization is always important then Members feel easier to update the task.
We Need the function of planner an the function of Project Plan 1 together for our Project Management. We Need a full Integration in both directions. Otherwise you can implement the Features of the other System in projekt or planner together.
I'm guessing this won't be the last time you need to clarify the naming convention of products -- it's horribly confusing.
I'd like the integration but it's mostly to take advantage of features you've implemented in Planner but didn't integrate with Project for the web. For example, we have an implementation project and parts of it fit with milestones and activities and resource allocation... but other parts are really check lists. It would be nice to have them connected as they are the same project but the functionality of each doesn't overlap enough to just use one.
Hey all - just want to reiterate that this is the "Project for the web" forum within UserVoice. If you're interested in something with Project Online (PWA) or Project Online Desktop Client, please make sure you share those suggestions/comments there with regards to a Planner integration!
In our organization we have a central point from where we control our planning. Projects are set-up from this one desk and spread through the organization. Tasks need to be pushed to planner at first but also when things change in the project like delivery-dates, jobs etc.
Also departments would like to re-assign a employee to a specific tasks. When project is set-up, the resource assigned to it is the department. The department manager would like to assign a specific employee to the tasks in planner to set-out the work.
For these things is where the Project-to-Planner integration is needed
The departments pick their todo's from the tasklist and this is the place they use to prioritize tasks on their department as well.
Once tasks are completed or remarks need to be made on tasks, the department wants to use planner to update these tasks. Data needs to be written back to the project, so other departments can see the status of these tasks.
This is where we need Planner-to-Project for.
Hope this helps for your development.
In my humble opinion, there is no such thing as a one-way integration of planner and project, because it would limit the user in flexibility very much.
Project's current integration with Planner links an entire Planner board/plan to a single task in Project. It would be a valuable feature to have options of selecting either an individual task, a bucket or entire board when linking a task in Project to Planner.
Another way of thinking about it would be to have a feature that allows the user to create a Planner task from the selected task(s) in Project. This would have to allow for a multiple selection and the ability to choose which Planner board and bucket it would be linked to. Ideally this feature should be available in P4W.
Oz Oscroft commented
How I'd ideally like this to work depends on the Roadmap for Planner / Project - are you looking to replace Planner with Project? For me, Planner, Project (for the web) and Project Online are all excellent for different scenarios so I'd like to see them all stay.
The key requirements for my organisation are:
1. The Board view in Project is updated to include some of the key fields from Planner (namely priority, tags, attachments and comments to record an audit trail)
2. There is 'free' access to a 'Board-only' view in Project (just like Planner) so we can assign tasks to anyone in the company which they can update without having to have a Project license. I've no problem getting a Project Plan 1 license for team leads and the like as you're providing a lot more functionality than Planner has.
3. People should be able to see all tasks assigned to them, in one place. Manage's should also be able to see all tasks assigned to an individual to aid review / work planning. This is crucial to keep on top of your priorities and for reviewing what team members are up to. This should link To Do, Planner, Project & PWA.
4. Existing Planner tasks can be migrated into Project to save having to copy and paste them manually.
I'm loving what you're doing with Project and when we get a clear view of the roadmap for the 3 tools it will really help plan our way ahead.
Pete Mc commented
As I see it, 2 way integration would look like this;
Project Manager creates project in PWA.
Planner project is created/linked to PWA project.
Project Manager has control over which tasks in PWA project also appear in planner project.
Project team members work within Planner (leverages features such as attachments, teams conversation, (sub) task list etc.)
Any changes made within Planner to task start/finish times and percentage complete are fed back to the linked tasks within PWA project.
There are 3rd party integration solutions which already facilitate this approach, for example https://www.youtube.com/watch?v=bckWTzrEy14
Lisa S commented
As Planner is compatible with ToDo, which is enormously helping self-organising, it would be the perfect add-on having a two way Integration to Project / Project for the web. Projectmanagers are able to plan their Projects incl. Gantt Charts in Project and Team member see their Tasks in Planner, where they can easily update the Status and so on.
Hello, So Planner allows for users to easily update their tasks, add new tasks, while project would allow for more robust planning and seeing a more holistic view and planning of resources based on what tasks are added to planner. Some people can easily understand updating, and adding tasks via planner. while people who are planning large schedules either across multiple plans etc would be able to sync those updated tasks.
I would actually like the following...
1. I enter a task in project, assign to user, it shows up in a corresponding planner.
2. If user makes changes to task (date, completeness etc.) those get submitted for approval, if approved they can write the changes back to planner
I would not want users to simply make changes and not be able to control what they have updated. Sometimes 1 person's version of complete is very different from truly complete.
Essentially a lot of the tasks in the project schedules we utilize are action items. If something in the schedule changes, we have to go into the project change them, then go into planner and change it there too in order to get the planner dashboard and it's email tools to accurately reflect the time frames.
It's also tedious writing the same items in two places.
Oz Oscroft commented
Having seen Project for the Web (P4W ?) at Ignite and trialled it, this is a great development to fill the gap for project delivery between Planner (which doesn't provide Gantt view) and Project Online (which is too advanced / expensive for many of our projects).
We also currently use Planner for all of our internal business functions. To save a significant amount of time re-keying everything, we need to be able to convert an existing Planner Plan into P4W. Once converted, we also need a way for basic users to be able to add / update tasks without requiring an extra license (maybe just view / use the Board view) - I'd be happy to purchase Plan 1 licenses for the team managers so they can update dependencies and plan everything out in the Gantt view. Thanks and keep up the great work.