{"id":5870,"date":"2025-05-08T10:30:12","date_gmt":"2025-05-08T08:30:12","guid":{"rendered":"https:\/\/www.theprojectgroup.com\/blog\/en\/?p=5870"},"modified":"2025-12-10T15:57:46","modified_gmt":"2025-12-10T14:57:46","slug":"integrating-ms-project-with-planner","status":"publish","type":"post","link":"https:\/\/www.theprojectgroup.com\/blog\/en\/integrating-ms-project-with-planner\/","title":{"rendered":"Integrating MS Project with Planner Basic \u2013 What Is Possible and What Is Not?"},"content":{"rendered":"<p>People often ask whether <strong>integrating MS Project with Planner<\/strong> is possible and how this would work. This article explains how the two Microsoft tools can be integrated to handle task planning and project management <strong>using the standard functions<\/strong>.<\/p>\n<blockquote><p><strong>Important note:<\/strong> This article addresses how to link Project to <strong>Planner Basic without Premium features<\/strong>, i.e. the standard version of Microsoft Planner <em>(work management tool)<\/em> rather than Planner Premium <em>(formerly Project for the Web)<\/em>. This page gives an <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/compare-microsoft-planner-basic-vs-premium-plans-5e351170-4ed5-43dc-bf30-d6762f5a6968\" target=\"_blank\" rel=\"noopener\">overview of the differences between Planner Basic and Planner Premium<\/a>.<\/p><\/blockquote>\n<p>We will tackle the following topics:<\/p>\n<ul>\n<li><a href=\"#Chapter1\">How Microsoft Planner Basic differs from Project Online<\/a><\/li>\n<li><a href=\"#Chapter2\">MS Planner integration with MS Project Server<\/a><\/li>\n<li><a href=\"#Chapter3\">When is it helpful to integrate MS Planner Basic with Project Online?<\/a><\/li>\n<li><a href=\"#Chapter4\">The limitations of out-of-the-box MS Project and Planner integration<\/a><\/li>\n<li><a href=\"#Chapter5\">Linking Project Online activities to an MS Planner plan<\/a><\/li>\n<li><a href=\"#Chapter6\">Editing the tasks in the MS Planner plan<\/a><\/li>\n<li><a href=\"#Chapter7\">Data cannot be transferred from MS Planner Basic to Project Online<\/a><\/li>\n<li><a href=\"#Chapter8\">Conclusion \u2013 Integrating MS Project with Planner Basic<\/a><\/li>\n<\/ul>\n<h2 id=\"Chapter1\">How Microsoft Planner Basic Differs from Project Online<\/h2>\n<p><a href=\"https:\/\/www.theprojectgroup.com\/en\/office-365-microsoft-planner#c118066\" target=\"_blank\" rel=\"noopener\">Microsoft Planner<\/a> is a simplified, cloud-based work management tool in Microsoft 365. It enables you to efficiently allocate time and assign tasks. You can also set deadlines and share files.<\/p>\n<blockquote><p><strong>Learn <\/strong>more <strong>about work management <\/strong><em>aka <\/em><strong><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/optimizing-task-planning\/\" target=\"_blank\" rel=\"noopener\">task planning in MS Project environments<\/a>.<\/strong><\/p><\/blockquote>\n<p><a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-tools\/project-online\" target=\"_blank\" rel=\"noopener\">Project Online<\/a> is a powerful <a href=\"https:\/\/www.theprojectgroup.com\/en\/microsoft-cloud-project-management\/project-power-pack\" target=\"_blank\" rel=\"noopener\">PPM project tool<\/a> for managing projects and portfolios (PPM) in the cloud. It provides much of the same functionality as Microsoft Project Server. As a project manager, you can use it to plan and manage complex projects. However, the <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/project-online-retirement-2026\/\" target=\"_blank\" rel=\"noopener\">Project Online end of life has been set for 30 September 2026<\/a>.<\/p>\n<blockquote><p><strong>Note:\u00a0<\/strong>MS Planner is <strong>only somewhat suitable for agile project planning<\/strong>. It lacks important functions, such as those necessary for effort planning. If you need these functions, consider <a href=\"https:\/\/www.theprojectgroup.com\/en\/middleware\/jira-integration\" target=\"_blank\" rel=\"noopener\">integrating Project Online with Jira<\/a>, for example.<\/p><\/blockquote>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/bit.ly\/3IFmguV\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"Microsoft 365 Project Management TPG ProjectPowerPack: Best Practice Solution for Project & Portfolio Management Based on Microsoft 365 & Power Platform\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2025\/05\/csm_PPP_Blog_Banner2_EN_1300px_tiny_8e50efa17d.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<h2 id=\"Chapter2\">MS Planner Integration with MS Project Server<\/h2>\n<p>Out-of-the-box MS Planner integration is only possible with Project Online. If you do not want to integrate MS Planner with Project Online but would rather integrate it with a Microsoft Project Server running locally, this is not so easy. For this, you would also need <a href=\"https:\/\/www.theprojectgroup.com\/en\/integration-middleware\" target=\"_blank\" rel=\"noopener\">integration middleware<\/a> such as TPG PSLink.<\/p>\n<div id=\"id69573800338a8\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id69573800338a8\">\n                    <p><strong>Special Download: <\/strong> Advantages of MS Project Server \/ Project Online over MS Project Standard<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id69573800338a8\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id69573800338a8\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\" style=\"height: 250px;\">\n                <div class=\"iframecontainer__iframe__inner\">\n                \t<p>Please <a href=\"https:\/\/www.theprojectgroup.com\/data\/Downloads_Produkte\/Benefits-Microsoft-Project-Server-or-Project-Online-E_TPG-TheProjectGroup.pdf\" target=\"_blank\" rel=\"noopener\">click here to download the PDF<\/a>\u00a0and learn why you should prefer the server over the client version.<\/p>\n\n                    <iframe src=\"https:\/\/\" style=\"width: 100%; height: 250px;\"><\/iframe>\n                <\/div>\n            <\/div>\n        <\/div><h2 id=\"Chapter3\">When Is It Helpful to Integrate MS Planner Basic with Project Online?<\/h2>\n<p>Microsoft Project allows only one user at a time to edit projects. This person is usually the project manager or an assistant. The project plans are often quite extensive because they contain a great amount of detail.<\/p>\n<p>If your goal is to keep your project plans rather lean, you can simply <strong>let each team member plan their own tasks in detail using MS Planner<\/strong>. Here, Microsoft Planner and Project integration makes sense. Thus, the collaboration between project managers and project teams becomes <strong>much easier and more efficient<\/strong>.<\/p>\n<blockquote><p><strong>Note:<\/strong>\u00a0If you and your team want to make changes to a project plan\u2019s structure, activities, or tasks, consider using <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-tools\/ms-project-for-the-web\" target=\"_blank\" rel=\"noopener\">Planner Premium <em>(formerly Project for the Web)<\/em><\/a>. For a much more powerful solution, we recommend looking at <a href=\"https:\/\/www.theprojectgroup.com\/en\/microsoft-cloud-project-management\/project-power-pack\" target=\"_blank\" rel=\"noopener\">TPG ProjectPowerPack<\/a> which uses Microsoft 365 and Power Platform as a basis.<\/p><\/blockquote>\n<blockquote><p>Reading tip: <strong>All you need to know about <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/project-for-the-web-becoming-planner\/\" target=\"_blank\" rel=\"noopener\">Project for the Web Becoming Planner<\/a><\/strong><\/p><\/blockquote>\n<p>Using the two tools together lets you create your project\u2019s basic structure in MS Project and then export the details to MS Planner. To do this, create <strong>an activity in Project Online for each task package<\/strong> and then <strong>add a link to that activity to the corresponding plan in MS Planner<\/strong>. Your team can then define the individual tasks to provide the necessary details and add these to the plan. You remain the sole owner of your project in MS Project.<\/p>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-tools\/milestone-trend-analysis-ms-project\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"TPG MTA Client (Free Download Development Milestone Trend Analysis TPG MTA Client standalone product. MicrosoftProject free download\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/08\/TPG_Banner-Blog_1400_MTA_EN.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<h2 id=\"Chapter4\">The Limitations of Out-of-the-Box MS Project and Planner Integration<\/h2>\n<p>Please note that this way to link Project to Planner:<\/p>\n<ul>\n<li>Only allows you to<strong> add one link to your project\u2019s activities, at the top level, to the plan in MS Planner<\/strong>.<\/li>\n<li><strong>You cannot link directly to the detailed entries in an MS Planner plan<\/strong>.<\/li>\n<li>You can only link an MS Planner plan to a <strong>single activity in a single Project Online project<\/strong>.<\/li>\n<li><strong>This means that you cannot link the same plan to different activities in the same project.<\/strong><\/li>\n<\/ul>\n<p>To summarize: By default, there is no way to link a project activity to a part of a plan, such as a bucket, in MS Planner. You must therefore create a separate plan in MS Planner for each work package requiring a detailed plan.<\/p>\n<p>Here we explain how to do that.<\/p>\n<blockquote><p><strong>Looking for help with Microsoft Project?<\/strong> Read our <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/ms-project-tutorial\/\" target=\"_blank\" rel=\"noopener\"><strong>MS Project Tutorial<\/strong><\/a>.<\/p><\/blockquote>\n<h2 id=\"Chapter5\">Linking Project Online Activities to an MS Planner Plan<\/h2>\n<p>Below, we outline how to link Project to Planner:<\/p>\n<ol>\n<li>Open a project in Project Online and select the activity you want to link to a plan in MS Planner.<\/li>\n<li>Then click the \u201cPlanner\u201d button in the task ribbon.\n<figure id=\"attachment_5871\" aria-describedby=\"caption-attachment-5871\" style=\"width: 964px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5871\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/1.png\" alt=\"Integrating MS Project with Planner \u2013 The \u201cPlanner\u201d button only appears in the task ribbon of Project Online\" width=\"964\" height=\"273\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/1.png 964w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/1-300x85.png 300w\" sizes=\"(max-width: 964px) 100vw, 964px\" \/><\/a><figcaption id=\"caption-attachment-5871\" class=\"wp-caption-text\">The \u201cPlanner\u201d button only appears in the task ribbon of Project Online<\/figcaption><\/figure><\/li>\n<li>The \u201cLink to plan\u201d pane now appears on the left.\n<figure id=\"attachment_5873\" aria-describedby=\"caption-attachment-5873\" style=\"width: 1749px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5873\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/2.png\" alt=\"Displaying the pane showing existing MS Planner plans.\" width=\"1749\" height=\"595\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/2.png 1749w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/2-300x102.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/2-1024x348.png 1024w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/2-1536x523.png 1536w\" sizes=\"(max-width: 1749px) 100vw, 1749px\" \/><\/a><figcaption id=\"caption-attachment-5873\" class=\"wp-caption-text\">Displaying the pane showing existing MS Planner plans.<\/figcaption><\/figure><\/li>\n<li>Clicking the link opens a text box in which you can enter the first few letters of the name of the team having that plan. In the list, select the desired team.<\/li>\n<li>Select the appropriate plan from the MS Planner plans previously created. (Note: Giving your MS Planner plans clear, self-explanatory names helps you easily identify the right one.)<br \/>\n<blockquote><p><strong>Our tip:\u00a0<\/strong>Allowing there to be an unlimited number of Microsoft teams and planners leads to an unwieldy large number of groups and plans. As a result, it is easy to lose track of them all. Avoid this by having your administrator only grant the rights necessary to create new teams and plans to a few authorized users. Once the number of teams and plans becomes unwieldy, it is difficult to pare down this number again.<\/p><\/blockquote>\n<figure id=\"attachment_5874\" aria-describedby=\"caption-attachment-5874\" style=\"width: 1792px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5874\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/3.png\" alt=\"Select the appropriate Planner plan from the team pane.\" width=\"1792\" height=\"419\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/3.png 1792w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/3-300x70.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/3-1024x239.png 1024w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/3-1536x359.png 1536w\" sizes=\"(max-width: 1792px) 100vw, 1792px\" \/><\/a><figcaption id=\"caption-attachment-5874\" class=\"wp-caption-text\">Select the appropriate Planner plan from the team pane.<\/figcaption><\/figure><\/li>\n<li>Next, click the \u201cCreate link\u201d button in the lower left of the gray pane.<\/li>\n<li>An MS Planner icon appears next to the previously selected task.\n<figure id=\"attachment_5875\" aria-describedby=\"caption-attachment-5875\" style=\"width: 1791px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5875\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/4.png\" alt=\"Integrating MS Project with Planner\" width=\"1791\" height=\"222\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/4.png 1791w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/4-300x37.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/4-1024x127.png 1024w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/4-1536x190.png 1536w\" sizes=\"(max-width: 1791px) 100vw, 1791px\" \/><\/a><figcaption id=\"caption-attachment-5875\" class=\"wp-caption-text\">Displaying the linked Planner icon next to the task in Project Online<\/figcaption><\/figure><\/li>\n<li>Clicking this Planner icon opens the linked MS Planner plan in your browser. (You may need to log in to your Microsoft 365 environment when you open the link later.)\n<figure id=\"attachment_5879\" aria-describedby=\"caption-attachment-5879\" style=\"width: 1791px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-5879 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/5.png\" alt=\"Integrating MS Project with Planner \u2013 Open the linked Planner plan to edit it.\" width=\"1791\" height=\"629\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/5.png 1791w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/5-300x105.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/5-1024x360.png 1024w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/5-1536x539.png 1536w\" sizes=\"(max-width: 1791px) 100vw, 1791px\" \/><\/a><figcaption id=\"caption-attachment-5879\" class=\"wp-caption-text\">Open the linked Planner plan to edit it.<\/figcaption><\/figure><\/li>\n<\/ol>\n<div id=\"id6957380033b2b\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id6957380033b2b\">\n                    <p><strong>Free PDF Download: <\/strong> MS Project Tutorial \u2013 11 Steps to Your Perfect MS Project Plan<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id6957380033b2b\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id6957380033b2b\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\">\n                <div class=\"iframecontainer__iframe__inner\">\n                    <p>Are you a MS Project beginner? In this case, this Tutorial is just the right reading for you. In 11 simple steps, you will get to know the most important MS Project basics for creating your project plan. Please fill in the form to download.<br \/>\n<span style=\"font-size: xx-small;\">* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/span><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. Please <a>click here<\/a> and select at least the marketing cookies. Then this form will be visible. Thanks a lot.<\/div>\n\n                \t<!-- ENGLISCH Wichtig: nur den Code in download-asset \u00e4ndern - definiert Download -->\r\n<script type='text\/x-ccm-loader' data-ccm-loader-src=\"https:\/\/js-eu1.hsforms.net\/forms\/embed\/developer\/146642994.js\" defer><\/script>\r\n\r\n<div class=\"hs-form-html\"\r\n     data-download-asset=\"CU9E\"\r\n     data-region=\"eu1\"\r\n     data-form-id=\"ed0008c7-47d5-4c2e-ad2f-000bd95b74c5\"\r\n     data-portal-id=\"146642994\"><\/div>\r\n\r\n<script>\r\n(() => {\r\n  const FORM_ID = 'ed0008c7-47d5-4c2e-ad2f-000bd95b74c5';\r\n  const FIELD   = '0-1\/download_asset';\r\n  const roots   = new Set();\r\n  const formsByRoot = new WeakMap();\r\n\r\n  const setViaApi = (root) => {\r\n    const code = root.dataset.downloadAsset || '';\r\n    const form = formsByRoot.get(root);\r\n    if (!code || !form) return;\r\n    form.setFieldValue(FIELD, code);\r\n  };\r\n\r\n  window.addEventListener('hs-form-event:on-ready', (event) => {\r\n    if (!window.HubSpotFormsV4) return;\r\n    const form = HubSpotFormsV4.getFormFromEvent(event);\r\n    if (!form || form.getFormId() !== FORM_ID) return;\r\n\r\n    const root = [...roots].find(r => r.contains(event.target));\r\n    if (!root) return;\r\n\r\n    formsByRoot.set(root, form);\r\n    setViaApi(root);\r\n  });\r\n\r\n  window.addEventListener('message', (event) => {\r\n    const d = event.data;\r\n    if (!d || d.type !== 'hsFormCallback' || d.eventName !== 'onFormSubmit') return;\r\n    if (d.id !== FORM_ID) return;\r\n\r\n    roots.forEach(setViaApi);\r\n  });\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    document.querySelectorAll('.hs-form-html[data-download-asset][data-form-id=\"' + FORM_ID + '\"]')\r\n      .forEach(r => roots.add(r));\r\n  });\r\n})();\r\n<\/script>\n                    <style>\/* Kompaktere Darstellung f\u00fcr HubSpot Formulare *\/\n[data-hsfc-id=\"Renderer\"] .hsfc-Step .hsfc-Step__Content { padding: 0 20px 20px !important; }\n[data-hsfc-id=Renderer] .hsfc-TextField>*:not(:last-child) { margin-bottom:4px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-Row { gap: 20px !important; margin-bottom: 12px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-NavigationRow { margin-top: 6px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-TextInput { padding: 8px !important; }<\/style>\n                <\/div>\n            <\/div>\n        <\/div><h2 id=\"Chapter6\">Editing the Tasks in the MS Planner Plan<\/h2>\n<p>In the MS Planner plan displayed, you can now plan and manage the associated tasks.<\/p>\n<p>Please note that MS Planner <strong>does not allow you to restrict the rights of individual users<\/strong>. Users either have rights to everything or nothing.<\/p>\n<p>Users can do the following to a task:<\/p>\n<ul>\n<li>Assign the task to one or more people<\/li>\n<li>Add a label to a task<\/li>\n<li>Assign the task to a bucket<\/li>\n<li>Specify the progress of a task (not started, in progress, or completed)<\/li>\n<li>Set a priority for the task (urgent, important, medium, or low)<\/li>\n<li>Define a start date and due date for the task<\/li>\n<li>Add details as checklists to a task<\/li>\n<li>Add attachments to a task<\/li>\n<li>Add comments to a task<\/li>\n<\/ul>\n<figure id=\"attachment_5876\" aria-describedby=\"caption-attachment-5876\" style=\"width: 1791px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5876\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6.png\" alt=\"Integrating MS Project with Planner \u2013 Assigning attributes to a task in MS Planner\" width=\"1791\" height=\"892\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6.png 1791w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6-300x150.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6-1024x510.png 1024w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6-1536x765.png 1536w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6-350x175.png 350w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6-700x350.png 700w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/6-164x82.png 164w\" sizes=\"(max-width: 1791px) 100vw, 1791px\" \/><\/a><figcaption id=\"caption-attachment-5876\" class=\"wp-caption-text\">Assigning attributes to a task in MS Planner<\/figcaption><\/figure>\n<p>What makes MS Planner cumbersome to use is the <strong>lack of custom fields<\/strong>. These would be necessary in an agile environment, for example, to use story points, indicate the percent completion, or enter the planned vs. actual hours for this task.<\/p>\n<p>Microsoft\u2019s progress on further developing the Planner is currently rather slow. On the UserVoice platform, users have indicated a strong desire for user-defined fields, but it is not yet known if and when these will be available.<\/p>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-newsletter\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"Project Management Newsletter TPG PMO Resource Management Agile PM Project Projects Projectmanager Projectmanagementoffice\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/08\/TPG_Banner-Blog_1400_Newsletter_EN.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<h2 id=\"Chapter7\">Data Cannot Be Transferred from MS Planner Basic to Project Online<\/h2>\n<p>By default, Microsoft tools <strong>do not allow information to be transferred from MS Planner Basic to Project Online<\/strong>. You can link only one activity to one MS Planner plan in Project Online. Clicking this link later lets you view the linked plan and its details in MS Planner, but the out-of-the-box solution does not let you do anything more.<\/p>\n<figure id=\"attachment_5880\" aria-describedby=\"caption-attachment-5880\" style=\"width: 910px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/7_By_default_no_Planner-to-Project_transfer.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5880\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/7_By_default_no_Planner-to-Project_transfer.png\" alt=\"Integrating MS Project with Planner\" width=\"910\" height=\"243\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/7_By_default_no_Planner-to-Project_transfer.png 910w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/7_By_default_no_Planner-to-Project_transfer-300x80.png 300w\" sizes=\"(max-width: 910px) 100vw, 910px\" \/><\/a><figcaption id=\"caption-attachment-5880\" class=\"wp-caption-text\">By default, it is not possible to transfer data from MS Planner to Project Online.<\/figcaption><\/figure>\n<p>For bidirectional data exchange between Project Online and MS Planner, you need additional integration middleware such as TPG PSLink.<\/p>\n<blockquote><p>Learn about other tools in our <strong><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/microsoft-project-management-tools\/\" target=\"_blank\" rel=\"noopener\">Microsoft Project Management Tool<\/a> Overview<\/strong>.<\/p><\/blockquote>\n<hr \/>\n<p>Watch the video of our insightful <strong>webinar about Microsoft Planner Premium<\/strong>:<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/1081889491?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" width=\"\u201c560\u2033\" height=\"\u201c315\u2033\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" data-mce-type=\"bookmark\" class=\"mce_SELRES_start\">\ufeff<\/span><span style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" data-mce-type=\"bookmark\" class=\"mce_SELRES_start\">\ufeff<\/span><span style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" data-mce-type=\"bookmark\" class=\"mce_SELRES_start\">\ufeff<\/span><span style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" data-mce-type=\"bookmark\" class=\"mce_SELRES_start\">\ufeff<\/span><span style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" data-mce-type=\"bookmark\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><br \/>\n<script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><\/p>\n<div class=\"cookieconsent-optout-marketing\"><b>&#8212; Oops, there is a video missing here &#8212;<\/b><br \/>\nYour cookie settings are currently blocking the display of videos on this site. Please <b><a> &gt; click here <\/a><\/b> and the cookie selection will appear. At least select the Marketing cookies there. Then the videos will show immediately. In case of problems please send an e-mail to achims@theprojectgroup.com. Thank you very much.<\/div>\n<div>\n<h2 id=\"Chapter8\">Conclusion \u2013 Integrating MS Project with Planner Basic<\/h2>\n<p>MS Planner Basic is an acceptable tool for maintaining a to-do list. However, if you want to know the exact degree of completion, based on the planned vs. actual hours, MS Planner will not work because it lacks user-defined fields.<\/p>\n<p>Another limitation is that only one MS Planner plan at a time can be linked to an activity in a Project Online project. In addition, it is not possible to link MS Planner back to Project Online without additional integration middleware.<\/p>\n<figure id=\"attachment_5881\" aria-describedby=\"caption-attachment-5881\" style=\"width: 1400px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/8_bidirectional-data-exchange.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5881\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/8_bidirectional-data-exchange.png\" alt=\"Bidirectional data exchange from Project Online with Planner \/ Jira \/ TFS \/ DevOps via the middleware TPG PSLink.\" width=\"1400\" height=\"546\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/8_bidirectional-data-exchange.png 1400w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/8_bidirectional-data-exchange-300x117.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/09\/8_bidirectional-data-exchange-1024x399.png 1024w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/><\/a><figcaption id=\"caption-attachment-5881\" class=\"wp-caption-text\">Bidirectional data exchange from Project Online with Planner \/ Jira \/ TFS \/ DevOps via the middleware TPG PSLink.<\/figcaption><\/figure>\n<p>Our recommendation is therefore: if you want to professionally link Project Online with a work management tool, then integrate it with <a href=\"https:\/\/www.theprojectgroup.com\/en\/middleware\/integration-devops-tfs\" target=\"_blank\" rel=\"noopener\">TFS \/ DevOps<\/a> or <a href=\"https:\/\/www.theprojectgroup.com\/en\/middleware\/jira-integration\" target=\"_blank\" rel=\"noopener\">Jira<\/a>.<\/p>\n<blockquote><p><strong>Our final tips<\/strong><\/p>\n<p>Get to know the individually adaptable \u201cPPM Paradise\u201d \u2013 the optimal environment for your enterprise-wide project, program, portfolio and resource management. <a href=\"https:\/\/www.theprojectgroup.com\/data\/Downloads_eBooks\/TPG_PPM_Paradise_eBook_EN_-_TPG_TheProjectGroup.pdf\" target=\"_blank\" rel=\"noopener\">Download the eBook now<\/a> (just click, no form).<\/p>\n<p>And sign up for our <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-newsletter\" target=\"_blank\" rel=\"noopener\">bi-weekly blog newsletter<\/a> to make sure you receive all our updates.<\/p><\/blockquote>\n<p><strong>What has been your experience with integrating MS Project with Planner Basic? Let us know in a comment below.<\/strong><\/p>\n<div id=\"id6957380033d66\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id6957380033d66\">\n                    <p><strong>Subscribe to TPG BlogInfo:<\/strong> Never miss new practice-oriented tips &amp; tricks<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id6957380033d66\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id6957380033d66\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\" style=\"height: 520px;\">\n                <div class=\"iframecontainer__iframe__inner\">\n                \t<p>Every other week: Receive practical tips in TPG blog posts written by recognized experts in project, portfolio, and resource management.<br \/>\n* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. Please <a>click here<\/a> and select at least the marketing cookies. Then this form will be visible. Thanks a lot.<\/div>\n\n                    <iframe src=\"https:\/\/scnem.com\/art_resource.php?sid=hqvs9.qdei48\" style=\"width: 100%; height: 520px;\"><\/iframe>\n                <\/div>\n            <\/div>\n        <\/div><div class=\"row cf\"><div class=\"column half\">\n<hr \/>\n<p><a href=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2020\/05\/Achim_Schmidt-Sibeth2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-5870 size-thumbnail\" src=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2020\/02\/Johann-1-150x150.png\" alt=\"Johann Strasser, The Project Group\" width=\"150\" height=\"150\" \/><\/a><strong>Johann Strasser<br \/>\n<\/strong><em>Managing Partner at TPG<\/em><strong><br \/>\n<\/strong><\/p>\n<p>The certified engineer, has been a managing partner at TPG The Project Group since 2001. After many years as a development engineer in the automotive and energy sectors, Johann Strasser spent a decade as an independent trainer and consultant in the field of project management. During his tenure, he also served as project manager for software projects in the construction industry and provided scheduling and cost management support for large-scale construction projects. At TPG, he applies his expertise in product development and consulting services for international clients. His special focus is on <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/pmo-project-management-office\/\" target=\"_blank\" rel=\"noopener\">PMO<\/a>, project portfolios, <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/hybrid-project-management\/\" target=\"_blank\" rel=\"noopener\">hybrid project management<\/a>, and <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/resource-planning-implementation\/\" target=\"_blank\" rel=\"noopener\">resource management<\/a>. For many years now, he has shared his knowledge through presentations, seminars, articles, and webinars.<\/p>\n<p>Read more about Johann Strasser on <a href=\"https:\/\/www.linkedin.com\/in\/johann-strasser\/?originalSubdomain=de\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a>.<\/p>\n<\/div><div class=\"column half\">\n<hr \/>\n<p><a href=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2023\/04\/AchimS-200x200-2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-10753 size-thumbnail alignleft\" src=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2023\/04\/AchimS-200x200-2-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" \/><\/a><strong>Achim Schmidt-Sibeth<\/strong><br \/>\n<em>Senior Marketing Manager<\/em><\/p>\n<p>After earning his engineering degree in environmental technology, he gained many years of experience in project management through his work at an engineering office, an equipment manufacturer, and a multimedia agency. Achim Schmidt-Sibeth and his team have been responsible for content, marketing and communication at TPG The Project Group for many years now.<\/p>\n<p>Read more about Achim Schmidt-Sibeth on\u00a0<a href=\"https:\/\/www.linkedin.com\/in\/achim-schmidt-sibeth-3b89a417\/?originalSubdomain=de\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a>.<\/p>\n<\/div><\/div>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/bit.ly\/4b3Fx51\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"The comprehensive Resource Management Tool\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2024\/06\/Banner-TPG-CoReSuite-EN-6-2024.png\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>People often ask whether integrating MS Project with Planner is possible and how this would work. This article explains how the two Microsoft tools can be integrated to handle task planning and project management using the standard functions. Important note: This article addresses how to link Project to Planner Basic without Premium features, i.e. the<\/p>\n<div class=\"read-more\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/integrating-ms-project-with-planner\/\" title=\"Read More\">Read More<\/a><\/div>\n","protected":false},"author":14,"featured_media":8439,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[],"_links":{"self":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/5870"}],"collection":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/comments?post=5870"}],"version-history":[{"count":44,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/5870\/revisions"}],"predecessor-version":[{"id":8858,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/5870\/revisions\/8858"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/media\/8439"}],"wp:attachment":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/media?parent=5870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/categories?post=5870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/tags?post=5870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}