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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