What you need to know about the NEW Planner (and where to find the data!)
12,191
Published 2024-04-08
Feature comparison for project management tools: www.microsoft.com/en-us/microsoft-365/project/comp…
If you would like to see the custom column data from Planner more accessible for reporting, you can vote here: feedbackportal.microsoft.com/feedback/idea/f130ade…
0:00 Tour of the new features
2:58 Licensing
4:52 Unlicensed or guest user experience
6:05 Where to get the data
All Comments (14)
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For those of you that asked in other channels - YES this new premium Planner / Planner Plan 1 is (as far as I can tell) the same as Project for the Web. There is a new unified interface coming out in Teams that pulls it all together. This is mostly "new" to most of us who have been living in Planner for the last 5 years (that would be me!).
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Fantastic breakdown! Your walkthrough is incredibly insightful, and it's clear you're paving the way for others to navigate these updates seamlessly.
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❤many thanks
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Hello! Thanks for your content. Do you know if it is possible to create a project with external dependencies so you can have a project to track other projects? like a program management tool?
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Fantastic Videos Christine, these are super useful! I was wondering in the interim of custom columns (hopefully) getting added to dataverse 🤞, is there a current workaround to be able to grab this data at all? This would be absolutely perfect if possible, Thank you!
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Christine! Love your videos and pace! I am trying to figure out how to show a side 'details table' with raw data when selecting a cell measure from a matrix visual. Any ideas?
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The biggest issue is being able to tie projects together and make adjustments to overall plan based on multiple projects. If you have one or two projects it works fine. As soon as you scale up to multiples the amount of work to just see what everyone is doing is insane.
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Great video Christine. I'm curious if you've found a way to capture "Time in List" (e.g., Automatically capture the time a Planner card [task] spends in a particular column [bucket] and create a new entry, that restarts the clock when a user drags a card to a new column/bucket). I'm thinking there's a solution somewhere between Power Automate and Power BI, but haven't sorted it yet. Curious if you've already found a solution?
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Hi! excellent video, but I have a question.. Where can I find the custom columns created in the new planner? cannot find them in dataverse. any suggestions? thanks,
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Great post :) Am looking to see how a full project status report could be maintained in Planner. This would require adding in : [1] Risks and Issues as seperate list(s) [2] A list that holds the various instances of the status report - including columns for Exec Summary, this report achievement, next report target achievement, RAG statuses for the project - and Financial snapshot (Budget, Actual, Forecast numbers). I guess that would be a series of suggestions for enhancements in the project community?
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When creating your premium plan (or project for the web) how do you choose an environment?
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Its a nice video, However, we really dont know whats gonna happen in the future. Regarding the current api/connectors to dataverse for project plan 1 (now planner plan 1) they are immature. You cant for example use them to update a task through power automate etc. But planner connectors is alot more mature. We have a case with MS asking what the plans are, cause right now its only an integration between project for the web and planner, they are however, gonna be part of same backend in the future, but there is no details on what and when more then later 2024.
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does Microsoft want all of us (developers) to leave the job ?🤣 what is left to develop
