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Planner Blog
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Manage multiple plans effortlessly with the new Portfolios feature in Microsoft Planner

Meet_Sanghvi's avatar
Meet_Sanghvi
Icon for Microsoft rankMicrosoft
Dec 03, 2024

Learn about Portfolios, a new feature designed to help users track and manage multiple plans in Planner.

Managing multiple plans across different projects can often become overwhelming for team leads, project managers, or any user handling various deliverables. To simplify the process, we’ve designed a ...
Updated Dec 02, 2024
Version 1.0
Claire_2025's avatar
Claire_2025
Copper Contributor
Feb 12, 2025

Hi there, when I try to pull across the detail of the tasks from my plan into the portfolio roadmap it gets stuck on trying to load the tasks (there aren't that many!) and won't display them, it just looks like its loading (and I have left it for hours). Is this a bug or am I doing something wrong?

 

CharlesLumley's avatar
CharlesLumley
Copper Contributor
Feb 12, 2025

I have the same issue. Had to abandon using Portfolios after waiting a quarter to get access, because it can't load the tasks from my plans.

  • Claire_2025's avatar
    Claire_2025
    Copper Contributor
    Mar 11, 2025

    I just wanted to let you know that it appears to be working for me now! I don't know why, but perhaps give it another try?