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JamesPhImp's avatar
JamesPhImp
Copper Contributor
Nov 19, 2024

Planner Premium adding a Guest

Hi 

We have just started testing the use of Planner Premium.

We have a project that involves several third parties that we want to give access to the planner as a guest to the third parties, 

However to get certain functions of Planner premium such as comments and ability to upload files it seems that you need to link planner premium to a team.

I have therefore created a team, however this means to add a guest I need to add them to the whole Team as planner premium doesn't seem to allow you to share the plan to an individual, you need to add them to a group and thus the team. But I do not want them to have access to the whole team as it could mean they have access to files outside the planner that we do not wish them to have.

Is anyone aware of a workaround here?

Have to say the planner premium seems very badly designed from this point of view.

planner

3 Replies

  • RobEllis_M365Chap's avatar
    RobEllis_M365Chap
    Brass Contributor
    May 06, 2025

    You would need to have a dedicated Microsoft 365 Group / Team - create the Plan in that group.

    That would mean having 2 groups for the Project - let's say 'group A' really just for that plan, and the other 'group B' for everything else about the project.

    The 3rd party people would need adding to group B, not group A.

    • AmandaB_M365's avatar
      AmandaB_M365
      Copper Contributor
      May 06, 2025

      The issue is MS Planner doesn't support linking a plan to more than one group, nor does it support the assignment of read-only permissions. 

      To really manually hack-around the need to give people read-only access, you could use Power Automate & Power BI to display the data, and publish it as a power bi report?

      https://community.fabric.microsoft.com/t5/Power-Query/How-to-connect-to-Microsoft-Planner-to-Power-BI/td-p/2088696