This article details the default field mappings and scheduled strategies installed with the Microsoft Planner Premium with OnePlan integration.
Integration Information
OnePlan Changes
Once the install is complete, two things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- Microsoft Planner Premium Availability in Connected Systems.
Integration Line-item Details
Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.
Identifying Connected Systems
Any item connected to Microsoft Planner Premium will display the Microsoft Planner Premium icon on both the My Portfolio page and the Work Plan Schedule page, indicating the association between plans/tasks and Microsoft Planner Premium.
Connecting Items
To link an item from OnePlan to Microsoft Planner Premium:
- Navigate to the Work Plan – Schedule page.
- Click on the plug icon (Connected Systems Icon).
- Select the option to connect to an existing item or create a new item in Microsoft Planner Premium.
Once connected, the Connected Systems window allows for Import, Export, or Opening of the Microsoft Planner Premium plan-level item.
Default Field Mappings
Plans - Projects
| OnePlan Fields | Planner Premium Fields | Direction | Notes |
| Actual Hours | Effort Completed (Hours) | Planner Premium to OnePlan | |
| Due (Summary Task) | Finish Date | Planner Premium to OnePlan | |
| Manager | Project Manager | Planner Premium to OnePlan | |
| Name | Title | Both | Required |
| Owner | Owner | Planner Premium to OnePlan | |
| Start (Summary Task) | Start Date | Planner Premium to OnePlan |
Tasks - Tasks
| OnePlan Fields | Planner Premium Fields | Direction | Notes |
| % Complete | % Complete | Planner Premium to OnePlan | |
| Assigned To | Assigned To | Planner Premium to OnePlan | |
| Due | Finish | Planner Premium to OnePlan | |
| Effort | Effort | Planner Premium to OnePlan | |
| Index (OnePlan System) | Display Sequence | Planner Premium to OnePlan | |
| Name | Project Task Name | Both | Required |
| Start | Start | Planner Premium to OnePlan | |
| Task Dependencies | Task Dependencies (PFTW) | Planner Premium to OnePlan |
Lookup Tables – Lookup Tables
| OnePlan Fields | Microsoft Planner Premium fields | Direction | Notes |
This table is intentionally left blank.
Strategies
OnePlanUpdate
Update data in OnePlan from Microsoft Planner Premium.
This strategy has a filter within the Microsoft Planner Premium - OnePlan > Projects - Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan contact about filtering the information being brought into OnePlan. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.
This strategy will bring in all Microsoft Planner Premium projects as plans into OnePlan. It is recommended that a filter be put in place to limit what data should be brought over. To facilitate large-scale data manipulation, this strategy now efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy, the strategy will automatically remove tasks from OnePlan if they are deleted in Planner Premium. This deletion specifically applies to work plan items and does not affect plans within OnePlan.
Filters can be applied to this strategy on the Microsoft Planner Premium - OnePlan section, within the Projects - Plans table.
OnePlanPublish
Publish data from OnePlan to Microsoft Planner Premium.
This strategy has a filter within the OnePlan - Microsoft Planner Premium > Plans – Projects section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan contact about filtering the information being brought into Planner Premium. If this filter is removed (and not replaced with an alternative filter), all Plans within OnePlan will be brought into Planner Premium.
This integration does not bring over work plan level data into Planner Premium.
Filters can be applied to this strategy on the OnePlan - Microsoft Planner Premium section, within the Plans - Projects table.
SynchLookups
This strategy allows you to do basic sync of Lookups between OnePlan and Microsoft Planner Premium.
This strategy will sync over choice field values on Microsoft Planner Premium that are mapped in the Lookup Tables field mappings to a choice field in OnePlan.