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:
Start your free trial, click the + icon on the top left of the Portfolio Designer, and select "Import Projects".
Step 2:
Select Planner Premium and the organization you wish to import plans from.
Step 3:
Select the specific plans you want to visualize in Meisterplan.
Step 4:
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:
Leveraging Planner Data in Meisterplan
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.
FAQ
Frequently asked questions about the Microsoft Planner Premium and Meisterplan integration.
Yes, you can create a unique link for each organization.
Yes, you can integrate a system multiple times with different settings.
Yes. Meisterplan supports multiple assignees. The effort for a taskTaskSynonym for → ProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. is distributed among them accordingly.
No, Meisterplan only uses effort that can be assigned to a resourceResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course!.
The import of milestonesMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the… is planned but not currently possible.
Meisterplan synchronizes data whenever you work with a linked project. In addition, data is reconciled globally once per night.
All paid Planner Premium plans are fully compatible with Meisterplan.
