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Out-of-the-Box Microsoft Planner Integration

Discover how to leverage plans and tasks from Microsoft Planner Premium for high-level portfolio and resource planning.

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Plug and Play with Planner and Your Microsoft Ecosystem

Use your Planner Premium elements for lean portfolio planning. We map plans—including all tasks and effort—at the portfolio level, seamlessly connecting with your existing Microsoft stack without adding overhead for your teams.

  • Supports all planning methods: Whether you plan traditionally or with sprints.
  • Ready with little data: Get started just with plans, assignees, and rough timelines.
  • Creates synergies: Integrates effortlessly with Forms, Teams, Power BI, and more.

How to Test Our Microsoft Planner Integration

No Extra Effort for Your Teams | No Overwriting Data in Planner Premium

Step 1:
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Start your free trial, click the + icon on the top left of the Portfolio Designer, and select "Import Projects".

Step 2:
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Select Planner Premium and the organization you wish to import plans from.

Step 3:
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Select the specific plans you want to visualize in Meisterplan.

Step 4:
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Open the Information Panel for a selected project or go to the "Task Timeline" tab in the Project Details to view your task data in Meisterplan.

Better Together: Planner & Meisterplan

Once you’ve completed the initial import of your Planner Premium projects and enriched your data in Meisterplan, your workflow should look like this:

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Initiate

Map out new projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. with their priorities and resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! needs. Secure spots in your portfolio without the detailed planning overhead.

Shape

Let teams estimate details in Planner Premium after high-level planning is done. Bridge the gap by syncing data to your portfolio for instant adjustments.

Deliver

Drive active projects and monitor actuals at the portfolio level. Spot bottlenecks early to proactively readjust capacity.

Review

Keep a pulse on completed projects. Analyze effort versus outcomes to sharpen the accuracy of future roadmapsRoadmapA roadmap is a strategic overview of one or more projects, their progress, milestones, and objectives..

Leveraging Planner Data in Meisterplan

Jamie Kruse with Elara.

Everyone started to see Meisterplan as the endpoint — the place where all data flows and where we make sense of everything. It gives us the executive view, the ability to plan, and the confidence to make decisions.

Jamie KruseDirector IT Programsopen_in_new
Elara

FAQ

Frequently asked questions about the Microsoft Planner Premium and Meisterplan integration.

Can I create multiple connections to the same system?
Can multiple assignees be imported as resources per task?
Can Meisterplan also display Planner Premium subtasks?
Can Meisterplan also use duration for effort?
Does Meisterplan overwrite my data in Planner Premium?
What is the best way to authenticate in Planner Premium?
Can I compare planned and actual effort from Planner Premium and Meisterplan?
Can I also import milestones?
How often is the data synchronized?
Do I need to maintain the Planner Premium integration?
Which Planner plans are supported?
How does Meisterplan handle effort from Planner Premium?
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Ready for the Next Step?


Connect your existing systems with Meisterplan in no time — and see the results for yourself.