Integrating Project Online with Office 365 Planner

[@hubertmarkwardt6939]

Yes! I agree! Very, very good webinar. I think it is the only one in YT, which methodically and step by step shows how to integrate Planner with Project on-line. Thank you very much!

[@PPMWorks]

You are so welcome!

[@marceloschiavo132]

Great webinar! thank you for sharing!

[@angstrom1058]

Microsoft has created a confusing mess. Thanks for trying to clarify. If people are working on tasks, that would be in Teams, thus Planner specifically, how do they report their time by task? You can't! Timesheets is in Project, so a contractor has to access Project to enter their time by task (no!)

[@PPMWorks]

Angstrom, I can understand your frustration. There are other tools that we offer that can fill these gaps - nice "in betweens" for Project Online, Project for the web, Planner, and Teams. Reach out to us for more info at [e-mail] if you're interested!

[@laurenarmstrong9342]

Is there a reason why you don't show the step by step instructions for completing option 4, the full integration? Does another video show this?

[@PPMWorks]

Hello, Lauren! It would be an add-on tool that could either be purchased via the Microsoft store, or with our assistance. Reach out to [e-mail] for more information and we can assist!

[@user-pe9gf3zd2l]

I have managed to sync Project with planner but I do not see my newly added task from Project in Planner is there a way to fix it? how to make sure I am placing it in the right backet in Planner as well? by default it goes to the first on left? do I need to name bucket somehow ?

[@PPMWorks]

Good afternoon - please send a support request to "[e-mail]" and the team can work with you directly to support our product. You will need to provide your contact information, best method to reach you (phone/email/Teams), and the description of the issue. We look forward to hearing from you soon.

[@MiguelVemba]

Do the checklists also link? That is, if I have a level 3 task (which is essentially a checklist item) in Microsoft project, does it show in the planner as a checklist items?

[@PPMWorks]

Great question! This feature is currently under development and should be available very soon. Check back for more information!

[@TheRisboro]

Jenny, is this available on the market?

[@BrianKrienke]

How do I get the bidirectional sync add in?

[@PPMWorks]

This is an add-on tool that we provide for our clients. Reach out to us at [e-mail] for more information. We look forward to hearing from you!

[@chaosworldwide]

In installed the Integration Hub and don't see the extra columns in Project??

[@PPMWorks]

Hi Chaos. :) Have you ensured the new columns exist in Enterprise Custom Fields? If they do, you'll need to insert them in Project. If they do not, then perhaps a step or two may have been missed in implementation.

[@ai288]

For scenario #4, can I create a project in Project Online from an already established plan in Planner? Also, after I sync, if I create tasks in Planner will it port over to Project Online?

[@PPMWorks]

You can do this from Scenario 4, yes. The sync will work both ways once the connection is established, so both newly added tasks in Planner AND in Project will sync without one another if set to do so. Reach out to us at [e-mail] if you're interested. We look forward to hearing from you!

[@user-ds1bn2em1y]

When the sync is activated, if I create a new task in a bucket in Planner, will I see you the same in Project?

[@PPMWorks]

You will if two-way sync is enabled. If you have any questions, drop us a line at [e-mail].

[@varunguptaPlanning]

Hello Team, How do I check which type of license I am using for Project Online ?

[@PPMWorks]

You can check the license by opening up Project on your computer then clicking "Account" on the bottom left hand side. You should see the Subscription information on the Account screen. If you want more detailed information click "Manage Account" under Subscription Product then click "Subscriptions" until you see a list of all the subscriptions that are assigned to you.

[@varunguptaPlanning]

@@PPMWorks Thank you for the reply. But I think the process illustrated above is for Project Stand alone and not project Online. I am unable to locate the "Account" button in my Project Online version even on the App Launcher as well. Also, I am looking for Information to integrate Blogs, Events, announcements and discussion Board with Project Online. Please provide any KZbin Links for the same, if possible

[@PPMWorks]

Hi Varun, you can access your account here: portal.office.com/account and go to subscriptions. As for integration, not sure what you are trying to integrate with. Email us at [e-mail] and we can see if we can point you in the right direction.

[@maurobottari446]

Great webinar, but the audio is terrible...

[@PPMWorks]

Thanks for the feedback Mauro, and sorry for the trouble. We've worked to improve our audio!

[@thejamaican67]

out of date