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Planner Blog
4 MIN READ

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 05, 2025
Version 2.0
microsoft teams
planner
robhprojility's avatar
robhprojility
Iron 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?

 

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.