Question: Tasks - Planner - Resources - Licenses [Project Web App]

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Occasional Contributor

Greetings,

 

I am seeking clarification on a specific issue, involving a handful of dynamics that I can't seem to find a clear answer on. (We have a custom implementation of Project Web App.)

 

Scenario:

 

1. A Project is created, which simultaneously creates a SharePoint and Teams Team for the project.

 

2. The Owner/Project Manager assigned while setting up the Project adds Users to the Team, giving them access to SharePoint files and other basic resources.

 

3. The Project Manager begins to develop the Schedule for the Project, which includes assigning Resources/Users to Tasks, assigned to a Planner Bucket, with Planner Sync enabled.

 

4. Most end users (Superintendents, Foremen, etc.) interact with most aspects of their Project via Teams, on an iPad, at a remote job site. Each Team has Tabs setup for various resource, including a Tab for Planner. (They have no need to interact directly with the PWA Project Site.)

 

5. When the Project Manager updates/publishes the Schedule, the Tasks are pushed into Planner, which the end users interface with within Teams.

 

6. The end users use Planner, within Teams, to update the progress of their assigned Tasks.

 

Obviously, for a Project Manager to assign a Resource (end user) to a Task, they must be setup as a Resource...

 

Question: For a Resource (lower level end user) to be able to be setup as a Resource AND interact with assigned Planner Tasks... Do they need to have, at bare minimum, a Project Essential license?

 

Or... Can they be setup as a Resource, without a license, and still have the ability to interact with Planner Tasks?

 

What is possible here / best practice?

 

Much appreciated,

 

TRR

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