Planner Integration with Loop Tasks
Need some guidance - We are starting to use Planner to keep track of a large number of tasks. Currently planner is setup with: Approx 10 buckets (in kanban view), and a list of tasks below each. We are using this mainly just for tasks, so the Timeline view isn't needed. We want to connect tasks recorded in Teams meetings, and in Loop to our main Planner. Whats the best work around for this? When using Loop, and we create a task and we connect it to Planner, it will create a new Plan and put the tasks under that. To me, this is dysfunctional, because we want all tasks to be under the main Plan in Planner. I like to use the GRID view of the Plan, which enables me to make subtasks under the main tasks, but others prefer to use the kanban view. However you can't see the subtasks that are under the "main task" like in Grid view. There's lots of videos showing how these parts of Teams work together, but in reality, it doesn't really work that well when it scatters tasks created in different parts to different Planners. Any suggestions would be helpful, and thank you in advance for your help. Jim% Complete - doesn't seem to calculate properly, what am I missing?
I am fiddling with Project for the Web / Premium Planner in an attempt to make YouTube tutorial content. I'm creating tasks, trying to make some sample content, and setting the completed/remaining hours to be partially done to simulate an in-progress project. What I'm noticing is that the %Complete tries to auto-update, but seems to be calculating really oddly? Like it's coming out with 6% complete for 1 hr completed + 1 hr remaining = 2 hr total. Am I misinterpreting what it's trying to do or is it not functioning? When I try to manually set the %Complete to 50% to override, it changes out the hours to be very different and it still doesn't come out right.
Bulk import of Tasks in the Premium Planner [not supported] - Any workarounds?
I am trying to simply bulk add tasks to a Planner Project. They have removed the Excel import capability, but you can export. If you cannot use to restore then much efficiency is lost. You can no longer import a .mpp file. Lastly, I just found out through many attempts that the Power Automate to add tasks to premium plan projects is also not supported. Power Automate cannot create records in the msdyn_projecttask table. The Dataverse plugin ProjectServiceCore explicitly blocks this. You’ll always get the error: "You cannot directly do 'Create' operation to 'msdyn_projecttask'. Try editing it through the Resource editing UI via Project." This restriction applies even if you're an admin and have full Dataverse access. This is very disappointing. This is a basic capability in numerous tools for fractions of the cost. I have been using MS Project since they were on 3.5" floppies, and this is almost a deal breaker. I lobbied for this product for my GCC thinking what better tool to leverage all the Microsoft tools we already use...Teams, Outlook, O365, etc. and to now have a fully integrated, more collaborative PM tool (Planner) sounded perfect. There are already many other limitations and now this one.
Task History, exact date/time instead of relative?
Looking at Task History in premium plan tasks, all the changes are showing in relative periods (a month ago, several hours ago, etc.) instead of the actual date/time. Is there a way to change this? And was that a change itself? I thought it used to show me the actual date/time of a change, but maybe I'm remembering incorrectly.Downgrade from Premium plan
We've been testing Planner Premium for a while and have decided to stop using Premium and go back to Basic plans. There are a number of problems with Premium plans and we find the Premium experience to be worse than Basic. And at a much higher cost. So we knew it was possible to downgrade our upgraded plans from Premium to Basic - otherwise we would never have upgraded our plans. But it turns out downgrading apparently means switching back the the Basic plan that has been saved somewhere since we upgraded to Premium. The result of downgrading is basically that we throw out all the updates that were done while it was a Premium plan. For context, we have some plans we use indefinitely to manage tasks in our teams - we don't create new plans for each new initiative, so we have a lot of updates and would lose a lot of information and a lot of new tasks if we just reverted back to the Basic plan. Can anyone suggest how we can downgrade our plans from Premium to Basic without losing a few months of updates?
Planner with Resource Calendars
Hi, I have a team with differing working hours e.g. some are 8 and some 6 per day. Is there anyway I can setup this flexible resource availability for my resources under Planner? I was hoping to use the "Resource calendars" option but have been advised this is not released yet. We are running this under Planner Premium. Any advice is much appreciated! Thanks.
Subtasks - What level is needed?
My company is looking into utilizing our Planner so that multiple people have access to the same plan, but for the team to create subtasks we have to purchase premium plans. What level (1, 3 or 5) is needed to create a subtask? The breakdown found https://www.microsoft.com/en-us/microsoft-365/planner/microsoft-planner-plans-and-pricing does not specify subtasks.
Microsoft where is the love for my Custom/non-default environment?
Like a lot of customers I have a custom environment for planner. I feel like a second class citizen when so many updates are for the default environment. Has anyone heard any news about advancements in a non-default environment. Specifically a way to get all tasks in one place for all resources?
