Planner topics

Project desktop vs Planner + project Plan 3

ItecMuttenz — Thu, 16 Apr 2026 09:54:34 GMT

We are trying to plan our projects using ms Planner Premium (Plan 3). However, I get very confused because of the so many product names, subscription name, soon ending products, etc. my questions are:

Which desktop tool of microsoft for project planning is running currently. If it's "Microsoft Project Online Desktop Client MSO" can this be synced with the planner premium (Plan 3)?, if yes how?
I have an excel list of a Project plan with the columns below: can i manage my project in planner premium? if yes, are all this custom fields deployed in dataverse, so that I can access them from power bi?
i have a project plan in an excel file with this columns. now i want to create this project plan in project plan 3, how to do it?
Company
Cost Center Name
Company Number
Account Number
Cost Center Number
Accounting Project Number
Project Number
Sub- Project number
Project Leader
Concept
Vendor (provider)
Total Cost (in contract
currency)
Contract Currency
Project Initiated/Not Initiated
Committed/Not committed
Priority
January, 2026
February, 2026
March, 2026
April, 2026
May, 2026
June, 2026
July, 2026
August, 2026
September, 2026
October, 2026
November, 2026
December, 2026
Q1/27
Q2/27
Q3/27
Q4/27
2028
2029
2030
What is the best practice project planning approach when i have complex projects that I have to manage, with resources, costs, projects, sub projects, sub sub projects. How do this on desktop and online? And also colaborative?
when project managers have to input thier budgets, how can I create a mapping where they can input thier budgets and project related facts.

Thank you in advance for you inputs and help

F.A

Can't see timeline in Microsoft Planner Plan 1

samuelebrtls — Thu, 16 Apr 2026 07:20:10 GMT

Hi,

I would like to find a solution because I can't see the "timeline" menu when I create a premium plan, even if I have a Planner Plan 1:

It happens both with Web app and Local app

Best regards

Planner - Plan 1 - Welcome message

jakudo — Mon, 13 Apr 2026 06:22:54 GMT

Hi,

we're using Teams for managing our projects. We have Team "Projects" and there are many channels inside this Team. Each channel represent our project (we are HVAC company). With the basic Planner, I used to create channel "Mr. Newman" - inside that channel we have all files related to that project, we have discussions about that project and we also have Planner assigned to that project. Which works well.

Since we are growing, I wanted to test the Planner Plan 1 (I like the Goals, timelines etc), however, there is a huge problem that when I create the Planner now (the premium one), it sends an E-mail to everyone. I don't want that. All of the employees are getting emails that they have been added to the planner "Mr. Newman" etc. and they are asking what should they do with that?

How do I turn that off?

Thanks,

Jakub

Creating groups in Planner

AV3 — Thu, 09 Apr 2026 20:45:14 GMT

I lead a team of 20 who each partner with 5 other people on external teams (to us but still internal to the company). I have been using the planner to give each 1:5 ratio group a single place to track status on tasks. However, every time I want to make a new group to add to the planner, I have to request it via microsoft. Our IT can't get around that. It takes weeks for my group requests to be approved and really ties up onboarding. Is there a way around this? Or any other way that I could get the same result minus the hectic waiting for groups to be granted access?

Connecting Planner tasks to employee goals/OKRs - anyone figured this out?

MeggyB360 — Fri, 03 Apr 2026 05:49:01 GMT

My manager wants us to tie our daily Planner tasks back to our quarterly OKRs but theres no native way to do this. I spent a couple hours trying to set up a Power Automate flow that updates an Excel tracker whenever a Planner task gets completed but it feels hacky. Is there a cleaner way to connect what people are actually doing in Planner to higher level goals?

Timeline zoom

JGobel — Tue, 31 Mar 2026 19:06:06 GMT

Hello,

Is there a way to lower the zoom level in the Timeline view to less than 1 week? I have a couple projects with multiple dependent task per day but if I use the maximum zoom level in the Timeline view I don’t get a good overview of the different task in for example a 4 day period. I was expecting a Gantt chart like view, like what you have in Microsoft Project, in where you can zoom to a minute level granularity even.

[BUG] msdyn_project silently renamed from "Plan/Plans" to "Project/Projects" in new environments

Woody — Thu, 26 Mar 2026 17:56:15 GMT

We need clarification from Microsoft on whether this is a bug or an intentional breaking change.

Overnight and without any announcement, the msdyn_project table now ships with display name Project / Projects in newly provisioned environments. Dev and UAT environments provisioned a few months ago have Plan / Plans out of the box. All environments are running the exact same PSCore version: 1.0.163.730.

The entity is as expected, marked non-renameable — read-only in the maker portal — so there is no way to align environments manually.

Solution import from an existing environment (where msdyn_project = "Plan") into a newly provisioned Production environment fails with:

0x8004023B: Entity 44286cce-2389-4532-ac04-7a18a2818e9a is not a renamable entity. Hence Entity Display Name cannot be modified

The only workaround — and why it is not acceptable

It is technically possible to manually edit customizations.xml inside the solution ZIP before importing, removing the <DisplayName> node for msdyn_project. The import will then succeed, but Production will permanently show "Project" while Dev and UAT show "Plan" — a broken inconsistency across environments.

More importantly, this is not how ALM is supposed to work. Developers should never have to manually patch solution artifacts to work around a platform-level inconsistency introduced silently by Microsoft. This is incompatible with automated CI/CD pipelines and unsustainable for any team managing multiple environments.

The question for Microsoft

Is this a bug or a planned change?

If it is a bug: when will it be fixed, and is there a supported workaround in the meantime?
If it is a planned change: why was it not communicated, and what is the supported migration path for teams with existing environments and solutions?

[UPDATE]:

After 3 attempts of resetting and reprovisioning the Production environment, msdyn_project finally came up with Plan / Plans — same process, same PSCore version each time. The behavior is non-deterministic. The only workaround currently available is to keep resetting your environment until you get lucky, which is not an acceptable answer for any type of deployment.

Planner App is gone.

Sara_McDaniel — Wed, 25 Mar 2026 15:21:57 GMT

Opened Teams today to check on work and the planner app is gone. What is happening?
When I look at the available apps within the teams App list, it now says I need a copilots license to use.

Planner tab missing from Teams channel only shows as separate app

Straw — Wed, 25 Mar 2026 09:19:32 GMT

Our users can no longer open the Planner in the Teams channel; they can only access it via the app.
This has been the case for a short while now. Does anyone know of a fix for this, or is this how it’s supposed to work? It cannot be selected via apps.

Premium Planner compatible apps?

mdesmith — Tue, 24 Mar 2026 16:07:17 GMT

Has anyone found any 3rd party solutions to bridge the gap on some of the shortfalls of Planner Premium? I'm really looking for something that my field team can use to access Planner tasks on their mobile devices. Also, for management, I need a solution that allows them to track tasks assigned to their team members across multiple open plans/projects. Thanks for any suggestions!

Also, if Microsoft is working on any of these solutions, please put out some communications to help us explain to our bosses that something is being done.

Filtering on labels with AND logic please

Freke — Mon, 16 Mar 2026 10:22:14 GMT

Hi,
Currently planner is filtering on labels using OR logic, this is a big problem for us.
We want to label tasks with labels Software, Hardware, Product_A, Product_B etc.

So if I filter and selects labels Software and Product_A, I want to see only the Software tasks for Product_A.
But with the built in OR logic I also get the Hardware tasks which is annoying and complicates things.

I'm not looking for a workarounds like exporting it to lists, using power automate or grouping on labels.
Just a simple tickbox somewhere to use AND logic instead would be very much appreciated.

Retrieving Planner Premium fields in PowerBI and Power Automate

Vwalter555 — Mon, 09 Mar 2026 08:01:59 GMT

Hi,

Has anyone successfully extracted data out of Planner premium in Power BI ? (custom added fields, not the default ones).

Also - on Power Automate I cannot view Plans which were created on Planner Premium, the system does not recognize them.

What can be done?

Metrics

jballer — Tue, 03 Mar 2026 19:04:16 GMT

I am trying to develop a way of tracking project and team metrics using the task data in Planner. Does anyone have recommendations for this? Here are a few of the issues:

On the task screen, Planner seems to constantly mangle the Effort values making the data continuously suspect. As an example, I have a task that is 16 hours, 50% complete and it says 12.36 complete and 3.64 remaining. There are other issues like this, like having two people on a task, ...
The "Charts" option does not provide a lot of functionality or any customization. Also, the data is often messed up, partially related to items like the one above.
We are using level 5 and some of the plugins that look like they might work for us do not work with this level.

Top Level Task Marked as Complete

jballer — Tue, 03 Mar 2026 18:42:06 GMT

Recently, one of the users of a large Planner project marked the top level task complete and then it appears they marked it not complete. This appears to have reverted the entire status of every task in the 1000 item project to incomplete with a 0% status. I see this is the history log, their name is on every task's history now. Is there any way to revert this or lock out non-base level tasks from having a "complete" selector?

2026.02.20 - Planner UI update is worse

juliuse — Fri, 20 Feb 2026 03:38:50 GMT

The UI changes to Planner within the latest Teams desktop app update (version 26032.208.4399.5) has regressed in its functionality and is worse than before. Previously, all of the contents of an item in the Planner were visible at the same time. Now I have to tab between Task Details, Attachments and Checklist, and am unable to view these at once, which has become a critical workflow for me. It is extremely irritating, as I've developed a workflow around how Planner was presented (which was that everything within a task was visible at once), and now it has been compartmentalised.

Please unwind this - it is a regressive update and provides less information and requires more interaction to work through the detail of a task.

Issue when opening Planner via browser

MollDa — Thu, 05 Feb 2026 15:52:20 GMT

Hello everyone,

we are currently experiencing an issue when opening Planner via browser: every time, the sign-in screen appears and we are asked to sign in with our Microsoft account. This happens even though we open it directly via https://planner.cloud.microsoft.

After we sign in, close the browser, and open Planner again, we are prompted with the sign-in screen once more.

While checking the cookies, I've noticed that no authentication information was created when signing in via direct url.

Using https://m365.cloud.microsoft/apps/ and open Planner from the Apps section, it creates authentication information in Edge / in the cookies.

Has anyone else experienced something similar?

Is this a known / general problem?

Microsoft Project Service Core Jan 2026 Update locked Plans table

Woody — Sun, 01 Feb 2026 11:47:08 GMT

We recently noted the Microsoft Project Service Core was updated to 1.0.161.1772:

This update has locked our Plans table, no changes are allowed to the forms and creating new columns is greyed out:

We cannot make use of Planner in our model driven app (Planner Premium, non-default environment). After a new Plan is created, the user receives this message when opening the Plan:

Two days ago we were in this version 1.0.160.2874):

and everything was working as expected.

Any guidance would be much appreciated as we are not sure if this is a permanent lock or once the update cycle is completed we will be able to go back to edit Plan forms and columns.

Thank you in advance

Scheduling for public/bank holidays

DC99 — Fri, 23 Jan 2026 11:54:19 GMT

Is there a way in Planner (Plan 3) where public holidays can be added to the projects calendar and can be selected under the “choose from template”. I’m wanting a plan that takes into account public holidays when scheduling the duration of the tasks.

Guidance on Planner Premium, Dataverse and Power Automate

OleBergtun — Fri, 23 Jan 2026 11:00:26 GMT

Hoping this title invites you to share more knowledge around Planner Premium, Dataverse and working with Automate

Scenario:

I have a user inside our company saying i need access to Dataverse since he wants to automate some task creation with regards to planner premium. I am pretty ok with that, so he needs a Power Automate Premium license. Although looking at the data in the Projects data tables in the default environment their business units are the root BU - getting a little concerned. Are all projects and related data available for all people that can read the Dataverse tables?

If you have some insights or experience please comment :)

Could they develop that in a development or sandbox environment before piping it to a designated environment? but there are no Projects tables in dev or in sandbox environment.

Main problem: there's so much information about planner and power automate that it's impossible to actually find any guidance around this scenario amongst all classic planner hits

does Office 365 E5 include premium planner?

johnjohn-Peter — Thu, 22 Jan 2026 18:40:50 GMT

does Office 365 E5 include premium planner? and if we have users with premium license that allow them to use dataverse with power apps does that cover premium planner?

Thanks