Learn about Portfolios, a new feature designed to help users track and manage multiple plans in Planner.
Updated Dec 02, 2024
Version 1.0I am using Planner to track many Engineering Changes to many different programs/products. Currently, I have one main Plan that includes buckets for each change. I was thinking of creating a Plan for each change as it is hard to review and manage so many buckets. Would it be easy to view and manage multiple Plans? Can you create folders for multiple Plans? Would using the portfolio help? Is portfolio like creating folders for multiple Plans? Thank you in advance for your input.