This article explains how OnePlan integrates with Microsoft Planner Premium.
With this integration, teams can build project plans in Planner Premium and bring them into OnePlan - unlocking powerful features like:
- Resource planning
- Status reporting
- Budget tracking
- Portfolio visibility
Note: This integration is for Microsoft Planner Premium only. If you're using Planner Basic, please see our Microsoft Planner Basic integration. Want to understand the differences? Review the Planner comparison guide.
About Project for the Web
Microsoft is currently renaming Project for the Web to Microsoft Planner. This integration supports Planner Premium, which is the new name for for what was previously known as Project for the Web.
Basic vs. Premium
Microsoft Planner offers two plan types:
- Basic: Great for simple task management.
- Premium: Includes advanced features like Timeline and Goals.
This integration work with Planner Basic only. To learn more about the differences, see this comparison article.
Common Use Cases
The Microsoft Planner Premium integration has the following use cases:
Visibility into Execution Across Teams
Use Case: Portfolio managers need visibility in OnePlan into work being tracked in Microsoft Planner Premium by product, marketing, or design teams to ensure alignment with strategic initiatives.
Value: Keeps leadership informed on execution status without needing teams to change tools or update multiple systems.
Strategic Initiative Tracking
Use Case: Tasks and boards in Microsoft Planner Premium once loaded into OnePlan can be mapped to specific strategic initiatives.
Value: Ensures that day-to-day activities in Microsoft Planner Premium are contributing to broader business goals, enabling better prioritization and resource allocation.
Cross-Team Resource Allocation
Use Case: Tasks in Microsoft Planner Premium are linked to specific team members, and their effort is synced into OnePlan to analyze workload across multiple teams and regions.
Value: Enables portfolio leaders to balance workloads, avoid over-allocation, and plan staffing needs based on real-time execution data.
Forecasting Future Resource Needs
Use Case: Upcoming Microsoft Planner Premium work is used to forecast resource demand in OnePlan by skillset, team, or location.
Value: Helps PMOs and HR teams plan hiring or reallocation ahead of bottlenecks, based on actual demand signals from delivery teams.
Budget vs Actual Tracking
Use Case: Planned budgets and actuals are tracked in OnePlan for projects that are executed via Microsoft Planner Premium.
Value: Provides early indicators of over or under-spend and supports better financial forecasting and reallocation.
Unified Reporting and Dashboards
Use Case: Data from Microsoft Planner Premium is aggregated with information from other tools (like Jira, Asana, etc.) in a single dashboard in OnePlan.
Value: Offers executives a holistic view of project progress across the organization, regardless of where the work is being tracked.
Key Features
- Create or Update project plans in Planner Premium from OnePlan.
- Syncs tasks from Planner into your OnePlan schedule
- Import and export data manually (per plan)
- Import and export data automatically, using scheduled jobs
- Filter and customize the data you sync
Review the different OneConnect subscription types to determine which fits your requirements.
Setup Requirements
Before you start, make sure you have:
- A user account in Microsoft Planner Premium
- The user account should be licensed for Planner Plan 1
- Your authentication method selected
Follow the steps in our Planner Premium Setup Guide to get started.
Next Steps
Once your integration is installed:
- Adjust field mappings and configure scheduled jobs.
- Load data from Microsoft Planner Premium into OnePlan.
- Create a portfolio of projects based on your Planer Premium data.
Mind the Gap
This integration has the following known limitations:
- Tasks cannot be updated in Microsoft Planner Premium (not yet supported by Microsoft APIs) from OnePlan.
- Custom field cannot be updated in OnePlan from Microsoft Planner Premium (not yet supported by Microsoft APIs).
- Deleting a task in OnePlan will not remove it from Microsoft Planner Premium.
Good to Know
Review the best practices article for optimization ideas and troubleshooting help.