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?
As many already mentioned, why you did not made Project for Web as additional layer for Planner?
It would make a perfect sense. All standard employees will have access to Planner and PM will just see more options like timeline, grid and so on. Tasks created via this "layer" will be published to Planner layer for users participating on project.
Hope this is clear explanation :)
Integrating project with the web with planner seems to be something which should have been done by default. Actuallly, the "Board" view on Project for the web looks exactly as Planner. In my view tasks should be created in project for the web, then allocated to ressources (also in project for the web) and these tasks should appear on Planner to the respective people. Project for the web would only be used by the Project manager whereas the tasks would be available to all resources from MS planner
David C commented
I agree with Nicolas. As I as project manager create a project in Project Plan 1 or Plan 3, task assignments should be able to appear in a Planner plan that the whole team can see for task assignment. As those tasks get updated in Planner, I should be able to see that in Plan 1 to view how my project plan's dependencies are tracking against each other etc., and so I can then communicate to the team where we may need to make adjustments, refocus, etc in order to stay on track, but them being able to feed updates to the Plan 1 project plan through their planner tasks would be critical to a cohesive system. I really like the new Plan 1, but its got a big hole in it right now by lacking that Planner integration that minimizes its usefulness.
Kaare Moss commented
Can you maybe tell us a bit more about what we can expect from the tasks in teams?
I think that would probably fill many requirements from people and we wouldn't waste time in described features that is already being worked on.
I'm with Nicholas here! I run a small product design agency, and we hire a lot of temp staff for projects, work with vendors and partners to deliver packaged services to our clients. Our entire workflow is centered around Teams, and this is working great so far.
What I want:
- Everyone with a Teams/O365 license already has access to Planner.
- PMs and other staff with a Project Web license should be able to pick up a plan and build a project on top of it
- Changes should be bi-directional. If a task on Planner is slipping (or if a team member changes dates), this should reflect in Project. If a PM makes changes to the project timeline, Planner should update.
As it stands, Project is not much of an offering over Planner. I'm not going to shell out 10$ a user in 2020 just to have Gantt charts and dependencies. It doesn't even integrate with outlook/todo!
Team members working on tasks in Planner do not need to have e.g. the overview on timelines. If, they would use Project. The Project user plans and schedules task for team members. Those need to be linked into Planner for the task owners to work on and to update the cards. Updated cards then need to be updated in Project, for the project user to track progress.
The other direction, creating tasks in Planner and import them to Project, does not make primary sense to me, other than attempting to sort a non projected bulk of tasks into something more structured.
I'm totally confused when I read back the comments. It would be very welcome to have integration of planner with Project Online, However if I read the comment of Product Manager on 16-12-19, I'm lost. What is the difference between Project Online and PWA? If I open our PWA env. I see goto Project Online at the bottom screen, which directs me to the PWA site. I Always thought PWA is Project Online is Project for the Web? Are there now 3 version of MS Project. Can someone clear that up for me? Because I'm confused in where to put our wishes for planner integration. Thanks in advance.
Microsoft Project Team (Product Manager, Microsoft Project) schreef · 16 december 2019 21:58 · Markeren als ongepast
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!
Almost exactly what Nicolas said!!!!!!! except the tasks in Project should have a linked bucket in Planner, that way you can schedule all the smaller details and activities in Planner with the people in the organisation who do not have, nor need, a project licence. e.g. e.g. Task in Project is Task#1 develop Business Case. This Task#1 should be able to create and link to a planner bucket that is used to plan, schedule and deliver al the tasks for developing a business case. Once the buxket is complete the Project Manager can approve the Project task as complete. This should link through all the way from the Desktop client, to Project for the Web, to Planner and possibly To Do.
If you do this there will be widespread adoption of your products as it provides a start to end solution for all users.
Nicolas commented · February 20, 2020 06:36 · Flag as inappropriate
"Ideally, Project and Planner should be the same thing. Except that people with a Project Licence would be able to perform advanced tasks, see Gantt view and change dependencies and people with no Project licence would only have access to the planner. But this would be the same plan with the same tasks, the same members... This way, Project managers would be able to plan and assign tasks and users would be able to complete their tasks directly via Planner or To-do
Ideally, Project and Planner should be the same thing. Except that people with a Project Licence would be able to perform advanced tasks, see Gantt view and change dependencies and people with no Project licence would only have access to the planner. But this would be the same plan with the same tasks, the same members... This way, Project managers would be able to plan and assign tasks and users would be able to complete their tasks directly via Planner or To-do
It would be great to be able to promote a planner plan into project.
In terms of the rest of the capabilities of Planner in project. Many of them would be covered off if we had the ability to add more fields like Excel. Things like priority, attaching documents, flagging tasks as being critical, grouping tasks, etc.
Once a user has been assigned tasks in Planner they can go to one place to see all of their tasks across all of the plans and then report on them. They are also synced into To-Do. This let's them drag those tasks onto their outlook calendar.
It would be great if they could status their project tasks directly from outlook or update their actual hours worked by dragging the project tasks on to outlook.
At present it is super confusing because tasks seem to be randomly spread out all over the place.
James Ward commented
I think you've missed a trick here with Project 1. Most of what's being asked for is achievable with a better version of P1 that has all the light project functionality and full functionality of Planner.
Do you know wrike? For a good Project Management you Need a taskmanagement for microtasks. You Need templates with your Standard Tasks for new Projects. And it is also necessary to visulize your Project on a schedule as gantt Chart to see when you have to do which Task with subtasks. In our Organisation we have lots of small Projects with has the same type parallel. We do multi-Project-Management.
Please, this is a very important feature for my organization. We already have plans in planner that are difficult to Port to Project. It implies re-writing every task
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.