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?
53 comments
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Deevakar Rogith
commented
Similar to all other comments - Project Manager get the Project view, Team Member get Planner View. The Planner View should be the Boards in Project for Web / PWA.
Currently I use Flow to sync project on web and planner - so the team members can have the tasks in the to-do app and mobile app, and in Teams planner.
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Anonymous
commented
Second Joe W's comment:
"Ideally, Project Manager lives in Project - ie spanning all tasks and is focused on the scheduling and planning among them. Assignees live in Planner and deal with each task individually. Status, % Complete, etc synced between the two. This allows team to work in task / assignment mode and not worry Project plan overall and for Project Manager to get the benefit of current status / updates from those made to the tasks themselves." -
Craig knox
commented
Two way feeds from project to planner and planner to project are critical. I should not have to pay a seven dollar a month license for somebody to update a task status or assign it to them and force them to use an entire different app. Pretty much every project management solution these days allows this except for Microsoft. Planner is great because you can throw it into a Microsoft team site and people doing work on your project can just update it right from Teams in the planner app. Planner is great because you can throw it into a Microsoft teams site and people doing work on your project can just update it right from Teams in the planner app. If the update and planner and updates my project plan that’s a huge timesaver and brings a great deal of efficiency. Competing projects like Smart sheet allow a form to be sent automatically based upon a trigger action such as date that makes the person assigned a task update it and automatically updates your project plan saving huge amount of time. All without requiring that person to have a license which is great when you work with external clients and vendors as I do All without requiring that person to have a license which is great when you work with external clients and vendors as I do Project really fall short of pretty much every competing platform on the market and you really need to fix some of these things. I’m really pushing to get approval to purchase Smart sheet and switch because of it as smart she might save me 20 hours on a project and projects SharePoint dependence adds 20 hours to a project that shouldn’t be there I’m really pushing to get approval to purchase Smart sheet and switch because of it as smart she might save me 20 hours on a project and project SharePoint dependence adds 20 hours to a project that shouldn’t be there
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BGully
commented
I have really enjoyed MS Planner. I just read about MS Project Online this morning and I am so excited to use MS Project. It would be great to be able to import existing MS Planner plans into MS Project Online.
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Kristin
commented
This seems like a no-brainer to have tasks pushed from Project or PWA to Planner. If you want the use case to build this out, look no further than other project management tools building connectors to Teams.
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Josh
commented
Honeslty we need: Projects for Planner.
A License for Project Manager to get all the project features but then send out tasks to employees in Planner.
The only things stopping that from being a reality is Microsoft's absolute refusal to put time tracking to to planner... -
Steve
commented
Adding to the last comment, we are a medium sized company (about 3,800 employees) and we find it ridiculous to acquire a license for each person contributing to a project when they are limited to the work they've been assigned, recording status, collaborating with teammates or updating documents (oops, I can't attach a document to a Project task...). Users in this class would not be able to add or modify tasks, only perform the work associated with the task assignment.
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CI
commented
My company needs the same connectivity. We are a small firm and only need Project for Web for 2 or 3 project managers. The rest of the team needs to see their tasks and update, as well as have the capability to adjust tasks. This should connect back to Project for Web. All the team members have access to Teams and Planner. Task updates can happen in either format as far as I'm concerned - as long as we can still see effort status. I checked out the link from Alan Baker, and it looks like this only works for Project Online, not Project for Web.
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Joe W
commented
Ideally, Project Manager lives in Project - ie spanning all tasks and is focused on the scheduling and planning among them. Assignees live in Planner and deal with each task individually. Status, % Complete, etc synced between the two. This allows team to work in task / assignment mode and not worry Project plan overall and for Project Manager to get the benefit of current status / updates from those made to the tasks themselves.
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Miguel
commented
For us (small construction developer) , the ability to create tasks in Project for Web and assign them to users who then see the tasks in their Planner tab in Teams channel would be ideal. To have Team leaders then control estimated due dates, for instance completion of technical drawings, which then sync back to the Project for Web project, to enable the Project manager to see the effects to the project timeline. It seems that this feature could be implemented by a tech savy person via Power Automate, but too complicated for me! In the following thread the MS agent says this feature is coming this month, is this correct? https://answers.microsoft.com/en-us/msoffice/forum/all/integrating-project-for-the-web-with-ms-planner/e7f8bc05-5f80-4b46-a489-3d17cd7a4f89
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Alan Baker
commented
For me this seems very straight forward. Create a plan via project, assign resources, publish the plan and have this then link into planner. The task owners can then see their tasks from within planner, update them within planner and complete them within planner, all of with will update the master project plan. Similarly the project owner can view and update the overall plan via planner or via project, all infect via bi-directional communication.
This may well have already been achieve, just as Brian has commented, please see https://www.youtube.com/watch?v=bckWTzrEy14 , from 37 minutes onward. .
They seem to have developed a link that will create the task within planner and allow updates via project or planner.
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Louis Roy
commented
Hello, with the new version, is it possible to integrate Project and Planner together? Ideally we want the project manager to prepare the plan in Project but the team to use Planner. Of course, the two must be synchronized in real time ideally.
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Brian
commented
I am looking for the functionality as seen in this youtube video (scenario 4 in the video): https://youtu.be/bckWTzrEy14
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Anonymous
commented
The problem is that PFW is sitting awkwardly between Planner and Project Desktop but doesn't actually interact with or replace either of them.
PFW can interact with Roadmap but can't talk to Planner or Project Online
PFW has the same bucket board view as Planner but none of the additional features (attachments etc)
PFW task list cannot be synced exported or printed
PFW has no sub-project functionality
Project Desktop can connect to Planner plans but not PFW projects (which are glorified task lists anyway)
Planner works natively with Teams tabs, PFW doesn't.I know the end goal is probably to replace Project Desktop with PFW via an agile development process, but the current environment is a complete mess. What would make more sense to us is:
Project Desktop - more detailed plans and Programme level activity. Add: ability to plug / sync PFW plans in as Sub-projects.
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Project For Web - Tracking lower level project level activitiy. Add: Custom Fields, Ability to Export, sync data. Allow sub-projects.Connect to planner and Project Desktop
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Planner - Task Management. Add: Abiity to link Plans to PFW tasks for further breakdown of activity and progress tracking. -
Anonymous
commented
For us (50 ppl engineering company) the most valuable use-case wuld be:
Project-Manager and Controlling using Project Server for management (medium to high complexity), special training requirements is ok.
Employees only use Planner for feedback about Progress (task status and hours worked on tasks) (low complexity). Must work without training or much explination e.g. by watching one YouTube-Tutorial.
We ould use Project Server (SharePoint) for general ERP and controlling reasons. Create projects and ressources there. Once a project has "gone live" meaning from left sales and arrived at engineering (at signing of contract), the assigned project manager would replace the generic Person-placeholders like (SoftwareEngineer1) with real People, and refine the detail-level of the project plan. He does this in Project server.
All the tasks get pushed/synced to Planner-Tasks. The employees are working on the items using Teams with Planner as Frontend. The project member/employee can further detail the task asigned to him/her by editing/updating the Checklist in Planner which should translate to Sub-Tasks in Project Server. Also there should be a Planner-like view where the team member/employees can insert the hours worked for each Task or even better for each point on the Checklist. Also there should be a Information-Field displaying the "planed hours" the project manager and/or sales assigned to this task. The project member should also have a button or request form to give feedback that he/she thinks the assigned hours are to low or to high and request a new value (to work in agile colabroation rather than waterfall-management). All this Information the team member/employee enters through Planner needs to be fed back into MS Project. Ideally its just one shared Database (one source of truth) with two APIs for each Frontend (Project or Planner) as to avoid syncing issues.
Ofcourse all of this needs to be in a GIT-like Versioncontrol so we can see who changed what at wich point in time! A roll-back feature could come more down the line in the road-map since it would require a lot of thought about how to resolve conflicts if one rolls-back to a previous point in time but only "looking" at the timeline of changes would be a great first feature!There are a lot of Projects/Products out there delivering this integrated experience e.g. https://www.hellohq.io/
If Microsoft wants people to use SharePoint as central Plattform with Teams as Gateway there should also be REST, GrapQL APIs (and all the tech/ideas that comes afterwards aswell) for all those services (including a full Swagger-API-Docu for each service), so companies can integrate theyr own tools/software whilst keeping the data centralized in one place (SharePoint). To me the openness and eas of integration with other services/systems is the most compelling reason to use right now Teams/SahrePoint. No need to deliver all services under Microsoft brand but rather offer lots of APIs for integration and let the Serviceproviders adapt to that. Rather beeing the central platform and API transition point for all the Apps/Services that are out there already is a smart move. Add some OpenSource sprinkels and you get the Linux comunity with all theyr smart minds involved even more ;-)
Would love to hear your freedback on my ideas and keep up the good work!
Cheers from Germany,
Jan Macenka -
Anonymous
commented
As a small business, we have only a single person you could call the "Project Manager".
We have multiple "small" projects that are very different in structure.
We do not have the ability to afford multiple users to access Microsoft Project, both from a financial and workload standpoints.
Our users have access to Teams and Planner, and we want them to be productive, so that mostly, they would update the tasks per Channel (project) and occasionally create new ones.
We would like our project manager to have the full capability of Microsoft Project to manipulate the tasks in each project (dependencies, milestones, assignments, etc.) and create reports (Gantt charts etc.) -
Najoua
commented
As it is said earlier, we need to have all tasks in one place and not only some of them.
The view of planner in Teams is so interessant and useful but it must contains alla tasks of the user.
Thanks! -
Anonymous
commented
To me we want to see all of our tasks in one place. Like we could in 2012 https://www.microsoft.com/en-us/microsoft-365/blog/2012/08/15/all-my-work-in-one-place/
If planner is the vehicle to do that then great.
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Anonymous
commented
This is crucial. At the very least, I would like to be able to assign tasks in Project Online, have those tasks show up in Planner for the assigned-user (with deadline and priority) , and updates made in the Planner by the user should also update the tasks in Project
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Jan Jonkman
commented
Planner and Project for the Web should be one. Project Manager ideally uses the Project layout to plan and project members use the Planner for their daily tasks and reporting back.
Project members should be able to see the planning but not edit it.In the current state Project for the Web is overpriced and basically adds nothing to what we already have in Planner except a gantt chart.