Forum Discussion

Silver Contributor

Aug 23, 2017

Solved

Manage a Project task in Planner

Noticed this update to Project in today's Office updates. Nice Project / Planner integration! https://support.office.com/en-us/article/What-s-new-for-Office-Insiders-c152d1e2-96ff-4ce9-8c14-e74e1...

Trutz_Stephani
Aug 27, 2017
Not much to see yet. You can link a task to planner plan and you get an indicator in the Project desktop client. The first person assigned on the task is set as owner of the plan. All other assigned resources are not taken into account. There are no new columns that you can drag into the Project client views and there is no other way of seeing the status of the linked plan. In the PWA, there is no indicator at all.
One draw-back for people working in multi-tenant environments: It somehow allows you only to choose plans from the tenant, to which your Windows account belongs to and it doesn't respect the account which you have set your Office Account to.
Screenshots:
Before linking
With link established

ta_pb

Iron Contributor

Aug 24, 2017

Sounds great. I'm looking forward to seeing a screenshot/video of it in action.

Trutz_Stephani

Iron Contributor

Aug 27, 2017

Not much to see yet. You can link a task to planner plan and you get an indicator in the Project desktop client. The first person assigned on the task is set as owner of the plan. All other assigned resources are not taken into account. There are no new columns that you can drag into the Project client views and there is no other way of seeing the status of the linked plan. In the PWA, there is no indicator at all.

One draw-back for people working in multi-tenant environments: It somehow allows you only to choose plans from the tenant, to which your Windows account belongs to and it doesn't respect the account which you have set your Office Account to.

Screenshots:

Before linking

With link established

Anguslavin
Copper Contributor
Apr 11, 2019
HiTrutz_Stephani

Hi. Not sure if you can help.

When I try to link through project to planner I don't get an option to type in the name of the planner. I am using online project and 365 environment. Not sure if I am missing something.

Thanks
Angus
- Trutz_Stephani
  Iron Contributor
  Apr 15, 2019
  HiAnguslavin ,
  If you post a screenshot of your Project client with the button and may be also a screenshot of the "File->Account" backpane (to see your version), I might be able to help.
  Else I could just point to the posts listed above that provide click by click guides.
  Kind regards,
  Trutz