Forum Discussion

LASJOHO's avatar
LASJOHO
Brass Contributor
Apr 09, 2025

Planner portfolio not loading

Hi everyone, I usually work in Microsoft Project for the Web, but have just discovered Microsoft Planner and the ability to create portfolios ... which seems pretty smart. I have added a plan (Proj...
Paul_Mather's avatar
Paul_Mather
MVP
Apr 14, 2025

Hello LASJOHO ,

I've not experienced this issue before but somethings worth checking:

  • do you have at least a Project / Planner 3 license? 
  • does your org have Roadmap and Portfolio enabled in the m365 Admin center Org Settings?

This feature uses Power Automate behind the scenes, does your organisation have any policies that might block / not allow Power Automate?

Paul 

  • LASJOHO's avatar
    LASJOHO
    Brass Contributor
    Apr 30, 2025

    Hi Paul Mather 

    Here is an update on your questions.

    1) do you have at least a Project / Planner 3 license?
    Answer: I have a Project Plan 3 License

    2) does your org have Roadmap and Portfolio enabled in the m365 Admin center Org Settings?
    Answer: Yep it is enabled

    3) This feature uses Power Automate behind the scenes, does your organization have any policies that might block / not allow Power Automate?
    Answer: No internal policies

     

    At the same time, I can tell you that Portfolio Plans are still not visible and I also do not have an "Add item row" in Portfolio Roadmap.

    Qustion: Do you have an idea what is causing this?

    • BrianSmithPhotos's avatar
      BrianSmithPhotos
      Iron Contributor
      May 06, 2025

      Hi LASJOHO​ do you not see the Add plan, or do you just not see any plans after selecting Add plan?  If the latter, is there anything different about the plan you added and the others in Project for the web that you can't add?  It should be bringing in all the plans you have access to, and I see plans from both my default and named environments.  Maybe it is something to do with groups and permissions?  Just to be clear, you add plans to the Roadmap here, then inside the Roadmap you can add items (tasks from the plans) to the row, which represents the plan.

      Brian

      A screenshot of Portfolios, showing the + Add Plan button.

  • LASJOHO's avatar
    LASJOHO
    Brass Contributor
    Apr 14, 2025

    Hi Paul_Mather,
    Thanks for your input.

    I'll look into this further. I'll update the matter as soon as I have more information. 😊

    Best regards,
    Lasse

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