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CarolineHenne's avatar
CarolineHenne
Brass Contributor
May 22, 2024

"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?  

  • 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 :)

  • rahulgcab's avatar
    rahulgcab
    Copper Contributor
    +1 on this.
    Currently, I am exporting the planner to excel and have created a dashboard for me to get an overall status.
  • Steve_28's avatar
    Steve_28
    Copper Contributor
    Absolutely agree this is exactly what we are looking for have MS given any indication of timescales

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