Forum Discussion
Manage a Project task in Planner
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
The feature is available in Project O365 and Project 2019, not in Project 2016.
There are 3rd party apps (e.g. https://www.youtube.com/watch?v=aqKDeqAebig) that provide better integration as the ootb link (just as you noticed, see also my remarks higher up).
On a functional level there might be different integration needs:
- 1 task in Project -> 1 plan in Planner (exchange earliest start and latest finish as well as number of cards done)
- 1 task in Project -> 1 bucket in Planner (exchange earliest start and latest finish as well as number of cards done)
- 1 task in Project -> 1 card in Planner (exchange start and latest as well as person responsible and Progress status)
The third scenario might help in cases where topics are managed in different Plans by different teams and the Project schedule helps with consolidating. The first is interesting if you want to delegate work packages and don't want to care about the detailed work management in your schedule.
The third scenario is what I need...
I have Project for Office 365 MSO, e.g. Microsoft Project Online Desktop client - you say sscenario 3 will work with this subscription?
Otherwise uur IT will try to set up the FluentPro Project-Planner-Synch-tool...
Hi FastTrack-F1
The ootb integration is just as you realized a link, that doesn't sync any other information.
It is deemed to support scenario 1.
So for your scenario 3 you would need to setup a third party tool like the FluentPro tool you mentioned to automate integration.