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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
JonColeTrain's avatar
JonColeTrain
Copper Contributor
Mar 10, 2025

Great feature. I have created a new portfolio, but when I go to add plans, I can't see any of the plans I created or I am a member of. What do I need to do to enable these?

TarekAboraya's avatar
TarekAboraya
Copper Contributor
Mar 11, 2025

Sam here .. were you able to sort it out?

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

    Not yet. If I create a premium plan, it is listed and I'm able to be added to a portfolio, but not any basic plans. I have tried to convert the basic plans to premium but it fails - I suspect due to licensing issues

    • StephanieWittwer's avatar
      StephanieWittwer
      Copper Contributor
      Oct 13, 2025

      Hey there, that's because Portfolio is a Premium-Feature - you can only add premium plans to it, no basic plans.

      • NicoleAlise's avatar
        NicoleAlise
        Brass Contributor
        Oct 13, 2025

        So, if you have a Master template plan with over 200 tasks, that you reuse and assign a dozen team members to, you have to recreate the plan from scratch, starting it as a "premium" plan?  This would take days to complete.  Terrible roll out of these $ grab "Project Manager" "Premium" features for the legacy "Planner" users.  Just horrible.