Microsoft Planner Premium Integration - Default Field Mappings and Scheduled Strategies

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:

1. Integration Line-Item Creation.
2. 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

Tasks - Tasks

Lookup Tables – Lookup Tables

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.

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.