![]() To kick off 2022, we’ve pulled together some helpful Microsoft Planner tips for beginners. We will likely see the product evolve, so some of the facts in my comparison may need an update in the near future.A new year is the perfect time to try new things: new hobbies, new foods, and, if 2021 felt like a disorganized blur, a new way to manage your tasks. If you come up with ideas, ensure to voice them via. I think a special Enterprise Project Type may be a good idea for a theoretical Planner – Minor Work type of projects. I imagine one of these days, if Planner becomes more adopted, we may see integration between Planner and Project Online. If both Planner and Project are options, a practical project online configuration will generally provide the most value. I personally see Planner to be useful in non-major event planning, small office initiatives (like a team office move), and other internal Agile’ish projects. However, when a minor initiative exist, Planner may be a better alternative. ![]() If you have Project Online and have been using it for a while, your organization probably has criteria for when a project must be entered into Project Online. Provide a My task summary view across all projectsĬalculate completion date based on completing proceeding or subsequent tasksĪssociate external data like risk, issues, and deliverablesĪ web based API exists for programmers to extract data Provide graphical view of tasks at a project level view Provide Mobile-friendly view of tasks across projects Upload and associate documents to projects Planner and Project capabilities Matrix CAPABILITIESĬan create custom views, groups, and filtersĪllow collection of custom project fields Unfortunately, this SharePoint site is generated just for the “Shared Documents” library.Įach project can generate a fully functional and customizable SharePoint site. Custom fields are supported.Įach plan/project always generates a SharePoint site used to house documents. There is no custom field support except for 6 coloured labels.Ī single task can be edited in browser via the task table or in Project Professional. A project level schedule is typically shown in gantt view of tasks.Ī single task can be edited via a dialog. When you click on a project, it shows a configuration of detail pages that is less mobile friendly. When you click on a plan, it shows a mobile friendly interface with drag and droppable view of tasks. Projects can also be subprojects to master projects. One sees only the projects that one has access to, there are a lot more granular permission controls.īasic data structure is a fairly loose and uses the following terminology.īasic data structure is loose or rigid. One sees only the plans that are public or he/she is a member of. Major differences between Planner and Project Please note for the sake of this comparison, I will use the term plan and project interchangeably. These two references should help clarify when each application perform best. Planner is easy to adopt, as it’s quite simple to use and without customization ability.Īs a comparison, refer to the following table to highlight major differences. They’re not integrated so you cannot simply start with one, then seamlessly move to the next like we can with SharePoint task lists to create Projects. Planner and Project are two very distinct products, but both address project collaboration and teamwork. With that said, if you are just interested in having a central list of projects, each with a dedicated document library and ability to track the completeness of tasks, go with Planner. ![]() While Project Online is a separate application that requires licensing based on types of users. There is no additional licensing cost for Planner. If you are a part of an organization with an Office 365 enterprise subscription and the application isn’t disabled by your administrator, then you will see the Planner icon in Office 365 application list as below. If you are unaware of what Planner is, refer to another blog or go to the Planner product page. I agree with this middle road placement, but is it appropriate when we are in an environment that also employs Project Online? This blog’s purpose is to help you figure this out. Most bloggers come up with a conclusion that Planner is simpler than Project Online and it falls somewhere between Office task list and Microsoft Project Online with regards to simplicity, features, and overall usefulness. If you’ve googled Microsoft Planner, you probably have read comparisons with tools like Trello. It is another way to address how we manage tasks and digitally experience teamwork. Microsoft released their planner service last June for Office 365 Enterprise subscriptions. ![]() Posted by: EPM Partners on September 14, 2016
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