This article explains how OnePlan integrates with Microsoft Planner basic.
With this integration, teams can continue working in Planner while bringing project data into OnePlan to take advantage of advanced tools like:
- Resource planning
- Strategic initiative alignment
- Status reporting
- Portfolio tracking
Note: This integration is for Microsoft Planner Basic only. If you're using Planner Premium, check out our Microsoft Planner Premium Integration.
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
Here's how teams typically use the Microsoft Planner Basic integration with OnePlan:
Visibility into Execution Across Teams
Use Case: Portfolio managers need visibility in OnePlan into work being tracked in Microsoft Planner 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 once loaded into OnePlan can be mapped to specific strategic initiatives.
Value: Ensures that day-to-day activities in Microsoft Planner are contributing to broader business goals, enabling better prioritization and resource allocation.
Cross-Team Resource Allocation
Use Case: Tasks in Microsoft Planner 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 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.
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 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 from OnePlan
-
Syncs tasks from Planner into your OnePlan schedule
- Import and export data manually (per plan)
- Filter and customize the data you sync
Setup Requirements
Before you begin:
- Decide which authentication method you'll use
- Follow the steps in our Planner Setup Guide.
Next Steps
Once your integration is installed:
- Adjust the field mappings as needed.
- Load data from Microsoft Planner into OnePlan.
- Create a portfolio of projects based on your Planer data.
Mind the Gap
This integration has the following known limitations:
- This integration does not support scheduled jobs (manual sync only).
Good to Know
Review the common errors article for troubleshooting tips.