This article describes the default field mappings and scheduled strategies that are set up when the Microsoft Planner Premium Accelerator integration is installed.
About Project for the Web
Microsoft is currently renaming Project for the Web to Microsoft Planner. This integration used to be called Project for the Web Accelerator.
Plans - Projects
|
OnePlan Fields |
Project Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Name |
Both |
Required |
|
Timesheet Hours |
Effort Completed (Hours) |
Planner to OnePlan |
|
|
Start (Summary Task) |
Start Date |
Planner to OnePlan |
|
|
Due (Summary Task) |
Finish Date |
Planner to OnePlan |
|
|
% Complete |
% Complete |
Planner to OnePlan |
|
|
Owner |
Owner |
Project to OnePlan |
|
|
Manager |
Project Manager |
Planner to OnePlan |
|
|
Forecast |
Forecast |
OnePlan to Project |
|
|
Actual Cost |
Actual Cost |
Planner to Planner |
|
|
Budget |
Budget |
OnePlan to Planner |
|
|
Benefits |
Benefits |
OnePlan to Planner |
|
|
Strategic Alignment |
Strategic Alignment (ID) |
Project to Planner |
|
|
Needs Staffing |
Needs Staffing |
Planner to OnePlan |
|
|
Business Unit |
Business Unit (ID) |
Planner to OnePlan |
|
|
Effort Health |
Effort Health (ID) |
Planner to OnePlan |
|
|
Financial Health |
Financial Health (ID) |
Planner to OnePlan |
|
|
Funding Source |
Funding Source (ID) |
Planner to OnePlan |
|
|
Improve Employee Retention |
Improve Employee Retention (ID) |
Planner to OnePlan |
|
|
Priority |
Priority (ID) |
Planner to OnePlan |
|
|
Issue Health |
Issue Health (ID) |
Planner to OnePlan |
|
|
Lower Cost |
Lower Cost (ID) |
Planner to OnePlan |
|
|
Overall Health |
Overall Health (ID) |
Planner to OnePlan |
|
|
Project Type |
Project Type (ID) |
Planner to OnePlan |
|
|
Risk |
Risk (ID) |
Planner to OnePlan |
|
|
Stage |
Stage (ID) |
Planner to OnePlan |
|
|
State |
State (ID) |
Planner to OnePlan |
|
|
Timesheet Charge |
Timesheet Charge (ID) |
Planner to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Timesheet Type |
Timesheet Type (ID) |
Planner to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Schedule Health |
Schedule Health |
Planner to OnePlan |
Tasks - Tasks
|
OnePlan Fields |
Project Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Name |
Both |
Required |
|
Assigned To |
Assigned To |
Planner to OnePlan |
|
|
Effort |
Effort |
Planner to OnePlan |
|
|
Start |
Start |
Planner to OnePlan |
|
|
Timesheet Hours (Actual Hours) |
Effort Completed (Hours) |
OnePlan to Planner |
|
|
Due |
Finish |
Planner to OnePlan |
|
|
% Complete |
% Complete |
Planner to OnePlan |
|
|
Task Dependencies |
Task Dependencies (PFTW) |
Planner to OnePlan |
|
|
Task Order (OnePlan System) |
Display Sequence |
Planner to OnePlan |
Lookup Tables - Lookup Tables
|
OnePlan Fields |
Project Fields |
Direction |
Notes |
|---|---|---|---|
|
Improve Employee Retention (Plan) |
Improve Employee Retention (Project) |
Planner to OnePlan |
|
|
Lower Cost (Plan) |
Lower Cost (Project) |
Planner to OnePlan |
|
|
Business Unit (Plan) |
Business Unit (Project Task) |
Planner to OnePlan |
|
|
Priority (Plan) |
Priority (Project) |
Planner to OnePlan |
|
|
Financial Health (Plan) |
Financial Health (Project) |
Planner to OnePlan |
|
|
Effort Health (Plan) |
Effort Health (Project) |
Planner to OnePlan |
|
|
Schedule Health (Plan) |
Schedule Health (Project) |
Planner to OnePlan |
|
|
Issue Health (Plan) |
Issue Health (Project) |
Planner to OnePlan |
|
|
Funding Source (Plan) |
Funding Source (Project) |
Planner to OnePlan |
|
|
Project Type (Plan) |
Project Type (Project) |
Planner to OnePlan |
|
|
Timesheet Charge (Plan) |
Timesheet Charge (Project) |
Planner to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Timesheet Type (Plan) |
Timesheet Type (Project) |
Planner to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Stage (Plan) |
Stage (Plan) |
Planner to OnePlan |
|
|
Overall Health (Plan) |
Overall Health (Project) |
Planner to OnePlan |
|
|
Risk (Plan) |
Risk (Project) |
Planner to OnePlan |
SynchLookups: This strategy will synchronize the choice value options in Microsoft Planner Premium into the corresponding Choice field options mapped in OnePlan.
OnePlanUpdate: Publishes data from Microsoft Planner Premium into OnePlan.
OnePlanPublish: Publishes data from OnePlan into Microsoft Planner Premium.