Strategic Missing Capabilities in the new Microsoft Planner (Enterprise Perspective)
The Present State of Microsoft Planner’s Vision Enterprises want one coherent work-management layer in Microsoft 365 Microsoft’s ambition is to merge To Do, Planner, and Project for the Web into a single platform with Copilot, Goals, unified List/Board/Timeline views, and templates The direction is sound: reduce fragmentation and tool sprawl, standardize data, and give leaders a clean and solid portfolio picture while teams execute in familiar interfaces. In an environment where all employees have access to the same tool, are already included in the resource pool and integration options are basically unlimited, this is a step, that everyone was looking forward to. Nonetheless, the quip that “Microsoft abandoned MS Project 20 years ago” is a joke, but it reflects a real anxiety: if the new Planner displaces familiar scheduling experiences without enterprise-grade controls, PMOs will feel left alone again and disengage, in presence of abundant alternatives. Planner will not replace Microsoft Project, Primavera, or other detailled scheduling tools; those remain essential for deep dependencies, resource leveling, and baselining. Planner’s highest-value role is the management and aggregation layer above them: align goals, normalize metadata, and expose cross-program status. Simplicity matters, but simplicity cannot mean missing capability. If essential functions are absent, governance, traceability, and portfolio visibility suffer, and organizations turn to external tools. Following is a list of core functionality that is currently missing and was needed about a month ago. Current Structural Gaps Date logic too rigid for management use No independent target/due date field; planning often hinges on Start/Finish + Duration, which limits top-down milestone control Custom fields capped at 10 per plan Insufficient for enterprise metadata models and standardized portfolio reporting Maximum task duration of 1,250 days Constricts representation of multi-year initiatives and capital programs No enterprise-grade audit trail Lacks comprehensive, exportable change logs with retention controls for compliance Flat responsibility model Multiple assignees exist, but no roles such as Owner, Reviewer, Approver; no RACI support Insufficient hierarchy and dependencies for roll-ups Summary/sub-tasks exist, but cross-plan links and robust multi-plan aggregation are weak Group-based permissions only Sharing tied to M365 Groups/Teams; no fine-grained task- or field-level permissions; no simple view-only for externals Custom fields lack hyperlink behavior No URL field type; links in text fields are often not clickable for seamless navigation Inconsistent text capture and formatting Notes lack reliable rich-text structure; long entries are hard to read No page breaks or robust formatting for long descriptions Executive-level narratives and governance documentation become unwieldy Limited standardization across plans No global library for reusable custom fields, bucket structures, or templates at tenant/portfolio level Required Enhancements for Enterprise Readiness Flexible date logic Allow target/due dates independent of Start/Finish; add constraints, buffers, alerts, and escalation rules Expanded metadata framework Raise the custom-field limit; add field types (URL, Person, Multi-select), required fields, validation rules, and global field templates Enterprise auditability Provide full change history with export, retention policies, filters by field/user, and API access Role-aware assignments (RACI) Support roles (Owner, Doer, Reviewer, Approver), secondary ownership, and role-based views in people and reports Portfolio-grade structure Enable cross-plan dependencies, milestone roll-ups, program-level summaries, consolidated capacity and risk views Granular access control Introduce view-only sharing, external access without group membership, and task/field-level ACLs to protect sensitive data Hyperlink-enabled fields Add a URL type and clickable rendering in text fields, with previews and allow-lists for approved domains Robust editor for management communication Paragraphs, lists, headings, tables, code/quote blocks, and clean print/PDF output for formal documentation Reusable enterprise templates Tenant-wide libraries for custom fields, buckets, and workflows; versioning and approval flows for governed rollout Reliable data layer A standardized Power BI dataset, webhooks/events, incremental exports, and stable keys for multi-plan, multi-tenant analytics Scaling for long-horizon work Lift or mitigate the 1,250-day limit for leaf tasks and provide guidance or rules for multi-year programs Bottom line Planner can succeed as the enterprise management layer if it remains simple but gains the capabilities listed above. One does not work without the other. If Microsoft does not deliver these functions, enterprises will continue using Project, Primavera, or other scheduling tools — while adopting third-party platforms for governance and portfolio visibility. This would directly undermine Planner’s goal of becoming the unified standard within Microsoft 365. Please, do us a favor and spare organizations from having to implement yet another third-party tool. (And yes: I am aware of multiple enterprises that are in the process of testing and implementating different tools, presicely because of this missing capability)
M365 Roadmap Management
Wondering if others have tips & tricks on how they stay up to date with the https://www.microsoft.com/en-us/microsoft-365/roadmap? I find it tedious to stay on top of all the features being announced, switching launch phases, moving target dates, and so on. I was hoping to use the RSS feed in a PowerBI Dashboard or find a solution in Planner similar to syncing the Admin Centre messages, and after some quick searches online could not find an example of anyone doing something similar. I was hoping any members of this community may be able to shed some light on how they approach the roadmap site and what tools if any they use to manage the constant influx of information? TIA!
Can't Remove Plan I created attached to Team
We're in a GCC High Tenant. I created a plan and associated it with a Team. I'm not the owner of that Team. After adding the plan to that Team, I thought it would be better to move it to a different team to avoid the mass notifications (that Planner owners can't control and no one can turn off comment notifications). Turns out, I can't move it because I'm not the Team Owner? Why am I not able to delete a plan I created? What if a user attached the plan to the wrong team or the plan needs to switch or it just needs to be deleted all together? Why should someone need to be a team owner? Why can't we control comment notifications and/or who overall is notified? The original team was added because the plan is associated to a Channel in that team. That channel is only relevant to certain individuals. We can customize team notifications by channel... why not planner notifications? If I'm missing something, please let me know. I'm all ears and willing to be wrong, but if I'm not, please consider this feedback Microsoft.
"Read Only" Error for Existing Premium Board showing as converting to Prem
We have a 2 Planner Premium boards that continue to give an error message within the TEAMs channel as "This plan is being converted to premium. You can view it now, and come back later to edit it." It is saved as a shortcut at the top of the channel, this way message within the card can be posted. A few problems with the ERROR: The Board was converted to Premium months ago. It has remained in this status for days now, when we originally converted it took 5 mins. When searching, Planner now shows multiple versions of this board. Trying to determine if this is a glitch in the matrix or potentially a user issue. Since we can not validate the history on an entire board, thought is may be an output due to the many changes taking place in Prem. We resolved by removing from Teams and then adding a duplicate version and it seems to work, for now.
