Microsoft
MicrosoftHi Thomas, I think one of the inherent challenges with adding 'basic' Planner plans to the Portfolio is in and of the nature of them, they don't have a defined timeline. They're essentially made up of a series of tasks they have no relationships between them (like in a project schedule, in Planner premium). So while you could potentially add them to the 'My Portfolio' page, there would be no data on 'progress', 'start date' and 'end date' on the 'Plans' details page. Additionally, the 'Roadmap' page would have challenges as tasks in basic Planner capture 'Start date' and then 'due date', but not 'Finish date'. There's just a potential design challenge here with the data in a basic plan not mapping to what's displayed in the My Portfolios section of Planner now.
The bigger question is what are you trying to achieve, and would there be another route to getting there versus waiting for functionality that may or may not in the end give you what you are looking for? Maybe a reporting solution from the Planner data in Microsoft graph? Just some thoughts....
Honestly I'd be very happy to be able to store my Basic Plans in Portfolios, even without any data on progress, start date, end date, etc. being displayed.
Ultimately I have many, many plans - all made with basic plan templates, which I need a better way of storing & organizing. While it would be great to be able to display them on a roadmap too within portfolios, if that isn't possible due to the data restrictions you spoke about, it would still be hugely beneficial for me to have the ability to effectively "store" my plans, in folders.
I have already looked (quite thoroughly) at the premium plans & project, which I have access to, but they don't meet my needs. Simply put, the premium plans, while more advance, actually are missing some features the basic plans have - and that is a blocker for me.
If you are looking for a way to organize lots of Planner plans, like in a 'folder' type structure, that would definitely be something to request as a feature add-on from Microsoft. Portfolios isn't a storage or organizing mechanism for plans, it's really a visualization tool.
We can imagine organizations and individuals that have lots of standard plans want better ways to group and organize them in the core UI. And since 'labels' which IS a tagging mechanism only applies to tasks and not plans, that probably wouldn't work. There's no way to create any custom 'metadata' tags to organize standard Planner plans today, like we can do in Premium. Suggest putting in a feature request for Microsoft for this for basic plans. Sorry there's no quick answer, maybe other have some ideas.
