Forum Discussion

Joanna Parkhurst's avatar
Joanna Parkhurst
Former Employee
Apr 02, 2018

Tell Us More: Views and Reporting Options in Planner

Hello Planner users!

 

Planner recently added a "Bucket Chart" to the Charts page, and we're continuing to think about ways to improve this view. I've heard snippets of feedback regarding pain points and suggestions for Planner's Charts page, but wanted to start a conversation here to find out more!

 

What views and/or reporting options would help you and your team work in Planner? Any specific scenarios would help contextualize our thinking around this.

 

Thank you for your involvement and feedback!

 

Cheers, 

Joanna Parkhurst, Planner PM

 

28 Replies

  • Thierry JAUNAY's avatar
    Thierry JAUNAY
    Copper Contributor
    Is there any version optimized for Mobile forecasted so that i can fit into the pocket ? I use a Lumia 950XL + 1520 (one in each pocket) and jointly when i need a bigger screen + ClipboardX to share Clipboard. PS: Bigger screen with Continuum is mainly for demo to share data to an audience ...
  • Thierry JAUNAY's avatar
    Thierry JAUNAY
    Copper Contributor
    Is there any version optimized for Mobile forecasted so that i can fit into the pocket ? I use a Lumia 950XL + 1520 (one in each pocket) and jointly when i need a bigger screen + ClipboardX to share Clipboard. PS: Bigger screen with Continuum is mainly for demo to share data to an audience ...
  • Thierry JAUNAY's avatar
    Thierry JAUNAY
    Copper Contributor
    Is there any version optimized for Mobile forecasted so that i can fit into the pocket ? I use a Lumia 950XL + 1520 (one in each pocket) and jointly when i need a bigger screen + ClipboardX to share Clipboard. PS: Bigger screen with Continuum is mainly for demo to share data to an audience ...
  • jab365cloud's avatar
    jab365cloud
    Steel Contributor
    Having a unified Chart view of all Plans related to the Teams will be awesome. We have the ability to create multiple Plan within a Microsoft Teams but we have no way to get the overall view since every single plan has his own chart view.
  • Amit Raniga's avatar
    Amit Raniga
    Brass Contributor
    Exposing Planner API as an Odata endpoint to enable reporting in Power BI would be powerful. We currently use Planner to run our meeting agendas, manage tasks for our team huddles, manage tasks for our goal activities, launch new products plus many more. Ability to customize Power Bi reports against these plans will allow us to measure task execution health of our teams. PRICELESS!
    • fgreen's avatar
      fgreen
      Copper Contributor
      Would also love to have custom reporting.
  • Planner 'could' be a perfect place to develop and track OKR's for our organization and teams, however there is no task progress indicators other than just being "in progress".  

    For each task in a Plan, there could be a percentage of progress reported based upon how many sub-items/checklist items have been completed.

     

    Custom title/name fields would allow for use in this was as well.

     

    It is always a Challenge to get users to actually utilize the tools they already have access to within O365, small changes like this aid in that adoption.  We pay more for 3rd party vendor tools than what we pay for 365 E5 accounts...... Please help Stop the Madness! :)

    • Timothy Grim's avatar
      Timothy Grim
      Copper Contributor

      Sean I did devise a way to do the % complete based on checklist items.  That data does exist in what you can output via the Planner Preview connector in Flow.

      • Ian Bruckner's avatar
        Ian Bruckner
        Iron Contributor

        Are you doing that with the assumption the tasks are close to equally weighted in either effort or duration and doing a straight up # tasks complete / total # of tasks?

  • I think a nice timeline/roadmap view would be great. I was actually thinking about using Planner for my team's roadmapping but I honestly don't have a great overall view other than the main planner page which is OK not great.