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.
Anton van Wieringen
shared this idea
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?
124 comments
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Anonymous
commented
We use Planner for tracking projects that are 5 or day less turnaround times. We use Project for projects that have a much longer time frame (several months). In Planner, tasks quickly get added and completed. It is important to have visibility on all tasks and task assignments. Planner does not have any dashboards to do this, therefore a dashboard would have to be setup in Project, but that would only work if the two programs synced. You would need to be able to, assign, modify, and move resources from one task to another (in the Project agile board), and it would update the Planner tasks accordingly. The same would apply if someone using Planner updated a task, Project would reflect those changes. Linking to a plan really does nothing and neither would importing. This is too manual of a process, unless Power Automate could keep the two programs in sync.
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Carlos Gil
commented
There is any way we can link project web tasks to a planner plan? I mean that other people who are assigned to the project can go and check their task and as soon they complete them it will show completed at the other end?
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Alexander
commented
I'd like to plan projects my team involved in Project for Web to see Gant chart and tasks assigned to a person from different projects to plan his time efficiently. But after I planned them in Project cascade them to Planner and put more details inside that every team member can see what tasks assigned to him/her
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Farhan
commented
Until MS offers a two way sync between MS Project and MS Planner, we'll have to resort to using tools such as Asana and Wrike.
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Zeepy
commented
Definitely a Bi directional integration will be a big plus for us project managers. An intergration between Projects and Teams teams will be great news to the world.
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Allan
commented
Planner is great for individual smaller and agile/kanban projects. What it lacks are some of the more advanced capabilities of a traditional project management system, like a Gantt chart and portfolio management. A major thing missing from Planner is the ability for a project/program/portfolio manager to look across projects and see a collective view of all tasks in an number of Planner boards at one time, irrespective of who those tasks are assigned to. Project is the obvious tool for that. Give us the ability to link multiple Planner boards to the same project in Project (and roadmap) and allow us to see a collective status on all of them, with two-way sync so that updates are up-to-date either way.
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Anonymous
commented
Well, looks like this is abandoned... No posts from the project team on this for 8 months, and no messages from the product team account in over a month on any suggestion.
Please Microsoft, if you do this I will love the product and we will roll it out across our org. Without this integration the whole thing is completely pointless!
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Anonymous
commented
@microsoft Project team
You asked for the most important scenarios - and absolutely it is about having team members being able to complete their task (without them having to have a project license), which ideally would be the same task that they complete in the planner if it is linked at the task level. We are using the planner to support a lot of process work and so have a lot of attachments too in the planner task, so not sure if that creates an issue at all if you are considering moving/sharing planner tasks between planner and project. Ideally, we want to routinely cascade the tasks from project down into planner, then to (using powerapps we are assuming) content flush the tasks with checklists and attachments and notes, from a stored set of re-usable information. -
Anonymous
commented
With MS making so many other improvements to To Do / Planner integration etc, employees are now looking to the Planner App in Teams as a consolidated view of theirs and their teammates work list.
Furthermore, with Project for web being more full-featured, those with a license (which won't be everyone on a team) will naturally prefer to use it for all task planning, rather than partitioning their work organization between Planner and Project. This puts them at odds with colleagues, and effectively negates the benefit of the good consolidated view of Planner and To Do.I think this is solved by getting the task list from Project into the Planner App app for Teams (the side bar app, not the channel tab)
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Amel
commented
Yes, I vote for the full automatic integration between the Project and Planner, the two-way integration so that changes made in one is reflected in the other for the same "Plan/Project".
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Anonymous
commented
Definitely a Bi directional integration was something I was expecting to be addressed as part of Integration of Projects and Teams.
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Anonymous
commented
I am onboard with all the comments below, the need for 2 way integration between the planner/tasks and Project will be key to productivity.
we want to roll out the task lists in our organisation with the use of Project. having the board interface already looking and feeling like planner means our proposed adopters of project will want to have the same functionality to add subtasks, have on their own planner/task list to work thru as needed and prioritise accordingly as using this functionality will allow team members who do not have project the ability to use in Planner as normal but have linkage back to the Project timeline for visual interpretation of where they are in the project timeline -
Anonymous
commented
"Would helping import from Planner to Project be helpful in this case, and enabling teams to work in Project?"
Nope. We want to assign the tasks from Project to individuals that they perform the xy subtask in a big project via Planner. The task completed in Planner should sync back to Project so as a project Admin I don`t have to chase people around outside of the Project application!
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Anonymous
commented
HAS to BE BIDIRECTIONAL what would be the point of people uploading their planner to a project?
As soon as its uploaded its out of date and the PM has to chase to get it uploaded again.
This is why the PWA/planner integration also sucks as you can create the planner from projects but it doesn't update. utterly useless for tracking a project.
@admin check out https://oneplan.ai/ for where you should be aiming.
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Anonymous
commented
There are two really important things:
1. One version of the truth - we absolutely only want one master database and in my opinion, when using MS tools, that should be in MS Project.
2. MS Planner is very good for meetings and for individual team leaders and managers to plan their work, because it allows TL and TM to assign work, Todo List, record ETCs, reminders, etc, within their own context.
So my solution would be to use MS Planner as a "view" on the MS Project database (which is probably only achievable in O365 Project). But we DEFINITELY don't want to import/export the whole time (apart from Actual time and costs which often have to be imported from an MRP system).
Charles Whittington -
Wasser
commented
108 comments so this may be covered. But here we go. Example: Infrastructure engineer has 20 tasks across 8 projects. He wants all these tasks to show in his "assigned to me" option in planner app when its added as a personal app, not in a team site.
As this is where all his tasks are across the many teams site that are using planner to manage that team sites tasks.Its also where his personal todo list is, even maybe his weekly food shop as he can access it on his mobile phone. It also allows him to update the tasks when he can't hit the deadline which would update the project plans, and thus update the reporting dashboard using Power Bi and thus tell the PM and management its gonna be late for X reason as his added a comment as well.
Why - Because most people apart from Management and Project manager don't care about the whole project. They care about what they need to do first and what can wait, so they can manager their day.
This would help very much. one list of tasks, one data source, one place to report. As it would get rid of One note, word, excel, powerpoint and give back time, sanity and world order
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Andrew
commented
HI Microsoft Project Team, I'd really like to have the ability to add comments (status updates) to tasks within project, that would really help.
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Anonymous
commented
Hello. Just adding my two sense in for this. My organization builds massive project files. It's easy to get lost in a project file that has more than 2 indentures for the size of scheduled we make.
From my perspective it would be nice to take a parent task that requires multiple children tasks and put those children tasks in planner as its own plan. Thus making the duration of the plan drive the duration of that task in project. Based on what in the plan, the critical path will adjust per the items linked to that parent task in project. I truly believe this would help a lot in cutting down the fat in a project schedule for those organizations that have a lot to track.
As an example if we look at an event on the schedule, that task would actually be different than development work or a deliverable or sorts. The tasks to be done to have the event would go into a plan in planner. The duratiion of that plan would drive the duration value of the event on the project shedule. So if there are schedule slips in other tasks that are connected to that event the team could go into planner and how they need to adjust the event plan to stay on schedule.
Hope this is useful!
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Ashley
commented
"Would helping import from Planner to Project be helpful in this case, and enabling teams to work in Project?"
No, it wouldn't. It's about keeping the two in sync, not being able to do a one-way transfer. This is THE killer feature stopping me from being able to roll this out. If this feature was there, I would license it in a heartbeat.
Alternatively, just have this integrate into tasks, but the strategy should be about bringing a users tasks together, not keeping them in siloed apps.
Why isn't this already in development? It's so obvious that it's what is needed to advance this software. Has it just been put in the "too hard" bucket or is it because of internal politics and land-grabs with the planner team!?
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Christian Holthaus
commented
Migrating / importing from Planner to project would definitely be great, as well as Integrating Project with Teams, Outlook and ToDo, just like Planner