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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
Nick_1020's avatar
Nick_1020
Copper Contributor
Mar 31, 2025

Almost useful... a few more features, please. Without these, we aren't really managing portfolios but rather just viewing them in an akwardliy limiting way. Your Planner service is so easy to start with but fails quickly at even moderate scale.  

  1. Bring into the grid view: planned effort, remaining effort, projected end date
  2. Add totals... grids without totals are less useful
  3. Add an export button... excel or CSV
  4. Add a basic dashboard tab like we have for individual plans
  5. Give us a connector for power apps so we can make reports and dashboards

Happy to talk to anyone there about these. I'd consider them basic tables stakes features for project management tools. You are so close and already on about everyone's enterprise desktop... let's finish already. I'd rather have actual portfolio management than copilot buttons. Hard to justify more seats when other services do this well and completely. 

robhprojility's avatar
robhprojility
Brass Contributor
Mar 31, 2025

Hi there Nick, FYI you can do the majority of what you are looking for above (1-5) in the Planner Power App.

  1. The Power App provides this with basic setup
  2. This can be done in the Power App or a Power BI report
  3. This can be done in a Power BI report, exporting the visuals and/or the data
  4. The Power App, build a dashboard with Power BI
  5. It's already there, all the data in Planner premium (the source of data in the Portfolio) is stored in the Microsoft Dataverse database, and is available for reporting using Power BI

Happy to share some examples if you'd like to see them?

 

  • kefir_os's avatar
    kefir_os
    Copper Contributor
    Jul 09, 2025

    Hi robhprojility​, can you please provide more details re 5? I cannot find the my portfolio data (portfolio, project statuses) anywhere in the Dataverse. 

    • icetsw's avatar
      icetsw
      Copper Contributor
      Sep 08, 2025

      Hi robhprojility I'm having the same challenge as you in locating the Portfolio data object. No problem with the other Planner data, just cant seem to find the Planner Portfolio data in Dataverse in PowerBI. Did you manage to find yours?

    • robhprojility's avatar
      robhprojility
      Brass Contributor
      Jul 09, 2025

      Hi, there's a pretty good Microsoft article on finding your Dataverse database here: https://learn.microsoft.com/en-us/project-for-the-web/handling-data-for-project-for-the-web-and-roadmap

      You may want to work with your Office 365 administrator to determine if it's all in the 'default' environment (where projects in Planner premium are stored natively when you first start the service), or if they setup a 'named environment' just for you and your team, which would have setup a separate Dataverse database for your data.

  • stama's avatar
    stama
    Copper Contributor
    Apr 09, 2025

    Hello robhprojility can you share how you created #4? I have about 8 different Projects and it is difficult to remember where a task was created. The search feature is only with one Project.

  • Nick_1020's avatar
    Nick_1020
    Copper Contributor
    Mar 31, 2025

    Yes, please. But if it's the suite of power apps that already exist, those are available at the 5 subscription level and felt unfinished or unmaintained last time I checked, mid '24. Should be basic UI the web app, not custom-built integrations. The Planner app has seen so many welcome updates, why not natively? Would love to talk...