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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
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.