Forum Discussion
CarolineHenne
May 22, 2024Brass Contributor
"Portfolio" view of Multiple Planners?
We heard at the Microsoft Community Conference that "Portfolio" views of Multiple planners would be coming soon - we really need this soon!
I want to be able to see across multiple plans from a "Manager" view and reassign tasks based on capacity without having to go into every single plan. I'm working with multiple small - medium projects at a time at my org, so this is key!
If we don't have a way to view across planner soon, are there any Power Automate / Power Apps workarounds for this?
- rahulgcabCopper Contributor
This system works for me:
I have 5 plans from different teams.
I use the web version of the planner (https://planner.cloud.microsoft/)
Specifically, "Hub" to get a single view of all my plans.
- ChristineSRosenbeckCopper Contributor
I would expect this to be the purpose of the My Portfolio feature - however, I cannot seem to add more than one plan...so not really a portfolio :)
- rahulgcabCopper Contributor+1 on this.
Currently, I am exporting the planner to excel and have created a dashboard for me to get an overall status.- ChristineSRosenbeckCopper Contributor
rahulgcabThis sounds like a doable workaround...can you share some screenshots of the dashboards, please?
- Steve_28Copper ContributorAbsolutely agree this is exactly what we are looking for have MS given any indication of timescales