Portavi for Microsoft Planner
Microsoft Planner portfolio reporting across every plan
Portavi’s Microsoft Planner integration brings basic and Premium plans into one portfolio dashboard, giving PMOs leaving MS Project Online one view of delivery, risk and capacity.
Start free trialFree for 14 days on Growth, then $149 a month for the whole workspace, not per user. No credit card to start.
How Portavi reads your Planner plans
Nothing to restructure: each plan is read the way its team already works.
Basic and Premium plans
Basic plans, the ones inside a Microsoft 365 group or Teams channel, and Premium plans, formerly Project for the web, both come through one connection.
Sprints either way
A Premium plan’s own sprints come across as they are. A basic plan has none, so its buckets serve as sprints and progress counts tasks.
Phases and effort
A Waterfall project takes its phases from summary tasks on Premium, buckets or labels, or you map them by hand. Premium plans add effort from Duration or Effort.
Leaving MS Project Online? See the Project Online alternative
What Portavi adds on top
One view of the portfolio
Every project rolls up to on track, at risk or delayed, whether it lives in Microsoft Planner or another tool you connect.
A full RAID log
Risks, assumptions, issues and dependencies for every project and program, beside the Microsoft Planner work they concern.
Capacity across tools
Everyone’s open work in one view, including people whose work is split between Microsoft Planner and another tool.
Portfolio objectives can be written in Portavi, or mirrored from Planner Goals. See every feature
Connecting Microsoft Planner
- A PMO manager selects Connect on Microsoft Planner in Portavi’s Integrations page.
- Microsoft asks for two consents in a row, one for Planner and one for the Dataverse that Premium plans live in. Neither needs a tenant admin, unless your organization requires approval for new apps.
- Create a project in Portavi, pick the Planner plan, and choose how it runs: Scrum, Kanban, Waterfall or Milestone.
Portavi syncs straight away, then on a schedule you set, as often as hourly within working hours, and whenever you select Resync. It reads up to 1,000 tasks per project.
Questions
- Does Portavi change anything in Microsoft Planner?
- No. It asks Microsoft Planner for read-only access and never creates, edits or moves anything there.
- Does everyone on Microsoft Planner need a Portavi account?
- No. Their work syncs from Microsoft Planner. Portavi seats are for the people running the work, and executives read for free.
- Can I connect Microsoft Planner alongside other tools?
- Yes. Starter connects two tools and Growth any number, and every project reports the same way whichever tool it lives in.
- Do we need Planner Premium?
- No. Without it, Portavi connects basic plans. Premium plans need a Planner Premium or Project license for the person connecting.
- Can Portavi read Planner’s custom fields?
- Not yet: Microsoft doesn’t make them available to any app.
See your Microsoft Planner portfolio this week.
Free for 14 days on Growth, then $149 a month for the whole workspace, not per user. No credit card to start.
Start free trial