Blog Post
Manage multiple plans effortlessly with the new Portfolios feature in Microsoft Planner
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.
- Bring into the grid view: planned effort, remaining effort, projected end date
- Add totals... grids without totals are less useful
- Add an export button... excel or CSV
- Add a basic dashboard tab like we have for individual plans
- 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.
Fully agree. I expected more features with the additional portfolio option, but it's quite limited. Would like to see more features in light on merging with project, for better visibility of portfolio management, with some dashboards tracking things like task status in charts, akin to how you can do similar for development work in Azure Devops.
For managing multiple concurrent projects effectively it's not clear the value this has over other project management apps. You also end up losing a lot of features when upgrading plans from Standard to Premium, like checkboxes on cards and comment sections. Losing features for a "Premium" plan makes no sense
- Nick_1020Jul 04, 2025Copper Contributor
The service is for sure predictably below average. Why?? So close… especially with Copilot and native integrations with other services. Why can’t they just not be bad at it :)