Forum Discussion
Custom Template Creation from Premium Plan
I have been excitedly waiting for the custom template feature to roll out. My PMO group heavily utilizes Premium Plans only because of the need to have Dependencies tracked. I'm unable to create a template from a premium plan- basic only- which does not have the features that my team needs to use in Planner. Is there an estimated rollout date for custom template creation from Premium Plans?
3 Replies
Your observation matches the current support boundary: custom templates can be published from group-backed basic plans, while premium plans are not supported. Microsoft’s documentation provides no rollout date for premium-template creation, so there is no reliable date to quote. Converting the plan to basic would defeat your requirement because advanced dependencies and scheduling features are premium-only. Use the premium plan itself as the controlled master. Open its menu and choose Duplicate plan for each new project; Planner supports copying premium plans and carries task structure, buckets, dates, descriptions, checklists, labels, and same-group attachments while resetting task status. Test one duplicate and verify dependencies, assignments, calendars, and attachments before making it your PMO process. Keep the master read-only by convention and restrict ownership where possible. Track the Microsoft 365 roadmap and Planner release notes for a supported change; avoid rebuilding the template in basic unless losing dependencies is acceptable.if
Hang on - you mention Duplicate Plan however I do not see a Duplicate Plan option - only Copy Plan. And copying a plan does not include assignments. Is there something I've missed here?
Jamony is right.
I think there may be some terminology confusion here.
In the current Planner experience, what you're seeing depends on the plan type. For Basic plans, you typically see "Duplicate plan" and can create a new plan from the existing one. For Premium plans, the option is usually "Copy plan".
Also note that Microsoft explicitly states that group members and task assignments aren't included when a Premium plan is copied.
Unless I'm mistaken, task assignments are not retained when duplicating a Basic plan either.
So if you only see "Copy plan", it's likely because you're working with a Premium plan rather than a Basic plan.
At this time, there does not appear to be any announced rollout for this capability in either Planner Basic or Planner Premium.
