Blog Post
Manage multiple plans effortlessly with the new Portfolios feature in Microsoft Planner
I LOVE this news, great work!
I just got started trying it out but it seems I cannot see and add all my Planners into a portfolio. Many are missing and don't show up if I search for them after pressing add.
Should I expect that behavior or not? The planners I'm missing I am the owner of.
Heya, I am having the same problem. I believe it's because "Basic" plans don't seem to work with My Portfolios :( I noticed that any "Premium" plans made, are recognized by the portfolios, but not "Basic" ones. This is a big problem for me, because I actually prefer the layout & customization options of Basic plans much more than the premium ones. Features such as being able to display notes or checklists, on the front of each card, isn't available on Premium plans.
I'd really like to know if there's a way to allow Basic plans to be added to my Portfolio, or if there are plans to add the features you get in Basic plans, onto Premium ones. You can convert Basic plans into Premium plans, and then My Portfolio recognizes them - but I don't wish to do this, as the layout of premium plans doesn't work well for me. :( Meet_Sanghvi can you help us?
- Meet_SanghviDec 19, 2024
Microsoft
Elin , ThomasBastock , Thank you for your feedback. Currently you can only add premium plans to a Portfolio but have received requests for adding basic plans to portfolios as well. We have added the same to our backlog and will continue to look for opportunities to include basic plan support for Portfolios in future product releases.
- RichardMFeb 05, 2025Copper Contributor
Hi Meet_Sanghvi ,
I am using the trial Premium planner and none of my plans appear in the Add Plan to portfolio. Is this because it's a trial version?
Tks R
- portagelakesdanFeb 10, 2025Copper Contributor
RichardMYou can only add Premium Plans, you cannot add Basic Plans to the Portfolio