Forum Discussion
Moving / Migrating Plans from one Site to another
Hello Planner Community,
Does Planner have the ability to move Plans to a new or existing SPO site? I'm trying to helping someone that has created 5-8 Plans which also created new SPO sites. She was unaware of this behavior and you can imaging the frustration to keep things organized. I haven't found anything online in docs or tech community. Any help is much appreciated!
4 Replies
- In case someone runs into the same issue, Altosio has the solution for this. It is a SAAS platform (nothing to install) that allows you to rearrange your plans within the same tenant.
Quite easy to use. https://app.altosio.com / https://altosio.com Mr_DelCampo let me know if you are ready to try with option 2 (third party apps) as jcgonzalezmartin mentioned. I have an app that works well for this situation you have mentioned.
- No, Planner does not provide this feature. You can export a Plan to Excel, but there is not an import Plan from Excel. Your choices here are two:
(1) Export your Plan to Excel and then import by means of some custom code that uses the Graph API
(2) By means of third party tools that provide this export/import featurejcgonzalezmartin thanks for the quick reply. I submitted this feature request in UserVoice and crossing my fingers it makes the feature list.
I did find a workaround. You can copy specific task to other plans a user has access to. Not ideal for Plans with a ton of task or buckets.
