Forum Discussion
JamesWoon
Nov 15, 2024Copper Contributor
"Program/Portfolio Management" features?
Hi,
I noticed the following feature 'ticked' in Planner 3 and Planner 5 plans:
Plan, execute, and control multiple related projects or initiatives within the projects to achieve strategic goals or business objectives.
Can the features please be described in detail?
The only program/portfolio management feature I see here is that we can attach a plan to a Group but I do not see anywhere in Groups where I can list out all related plans. I would expect at the least to be able to compare multiple project plans. Please advise as we are assessing whether to rollout this product for the organisation
- BrianSmithPhotosBrass Contributor
The Microsoft 365 Roadmap https://www.microsoft.com/en-us/microsoft-365/roadmap?msockid=2ca37435d0c968a52b7560dcd18569e3&filters=Planner%2CMicrosoft%20Project is also a good place to look to see what is happening with new features. Portfolio is a new feature that is rolling out, and last I heard was at about 50%, but there will have been a freeze over the holiday period. It will show in the left-hand navigation once you have it, under My Plans I think.
- Moosh_RtbfCopper Contributor
I am completely lost myself between the “new features,” “mergers,” and the need to develop a portfolio of projects and programs within the Microsoft ecosystem (SharePoint/Teams/Planner/Project).
With users of all levels and projects ranging from multi-million euro programs to 10k euro projects.
Is there a space that provides an advanced overview of all the developments and the future?
Or do we have to settle for a mix of marketing info and scattered partial explanations with very weak links?I asked Copilot, and here is its response:
"It’s understandable to feel overwhelmed with the rapid changes and integrations within the Microsoft ecosystem, especially when managing a diverse portfolio of projects and programs.
To stay updated and get a comprehensive overview of the latest developments and future directions, I recommend the following resources:
- Microsoft Learn: This platform offers detailed documentation, tutorials, and learning paths for all Microsoft products, including SharePoint, Teams, Planner, and Project.
- Microsoft Tech Community: Engage with other users and experts in forums dedicated to specific Microsoft tools. This community often shares insights, updates, and best practices.
- Microsoft Ignite and Build Conferences: These annual events provide in-depth sessions on new features, product roadmaps, and future plans.
- Official Microsoft Blogs: Follow the official blogs for each product to get the latest news and updates directly from Microsoft.
While marketing materials can sometimes be overwhelming, these resources should help you find more structured and detailed information. If you have any specific questions or need further assistance, feel free to ask!"
And also
General Introduction
The Microsoft ecosystem, including SharePoint, Teams, Planner, and Project, offers a comprehensive suite of tools for managing a wide range of projects. Understanding the latest developments and how these tools interact can significantly enhance your project management capabilities.
Recent Developments
- SharePoint: Recent updates include enhanced integration with Teams and improved document management features.
- Teams: New features such as breakout rooms and advanced meeting options.
- Planner: Enhanced task management capabilities and better integration with other Microsoft tools.
- Project: Updates to project scheduling and resource management features.
Differences and Interactions
- SharePoint vs. Teams: SharePoint is ideal for document management and intranet sites, while Teams excels in communication and collaboration.
- Planner vs. Project: Planner is great for simple task management, whereas Project is designed for complex project scheduling and resource management.
- Integration: These tools can be integrated to provide a seamless project management experience. For example, you can link Planner tasks to Teams channels and use SharePoint for document storage.
Managing Project Portfolios
- Large-Scale Programs: Use Project for detailed scheduling and resource allocation.
- Smaller Projects: Utilize Planner for task management and Teams for communication.
- Resource Management: Balance resources across both large and small projects to ensure efficient use of time and skills.
Useful Resources and Links
- Microsoft Learn: Microsoft Learn offers tutorials and documentation for all Microsoft products.
- Microsoft Tech Community: Engage with other users and experts in the Microsoft Tech Community.
- Microsoft Ignite and Build: Attend these events for in-depth sessions on new features and product roadmaps.
- Official Blogs: Follow the Microsoft 365 Blog for the latest updates.
FAQ and Support
- FAQs: Common questions about using SharePoint, Teams, Planner, and Project.
- Support: How to get additional help and support from Microsoft.
Feel free to use this content for your page! If you need any further adjustments or additional details, just let me know.
- lpagnardCopper Contributor
Following.
- BrenMCopper Contributor
Following. I need the answer to this as well.
- moolaCopper Contributor
Would love to see more information than just a check box.