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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
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.