How to Use the NEW Planner Premium for Projects

[@AndreasBodin]

Thank you for a phenomenal walkthrough of Planner Premium. 🤩 Can you please clarify if I need Project to purchase Planner Premium?

[@opalaria02]

Best video I’ve seen on Planner Premium and use of sprints and custom fields🎉

[@your365coach]

Thanks for your kind feedback - this tutorial was created to help with those topics, so I am glad it helped you 😁

[@DanR1979]

I have updated my account to the Premium however the Commercial Construction template does not appear, any ideas?

[@kevinintveld2280]

I have a question, in the old ms project you could print the planner (gantt) view in a pdf or paper. Is this also possible with the new planner. And if so can we put on a titel, project nr. or projectleader name

[@scottf.barnett4716]

I would like a video that demonstrates how tasks or events appear in Sharepoint, Teams, Outlook, etc. as one project or plan. Also, do I need to create a project in Project to have it appear as a plan in Planner?

[@colettecottman5112]

Exceptional 🎉thank you

[@your365coach]

Glad it helped 😀

[@leeebbrell9]

looks like there is nt a way of locking dates on a task, members or people the task is assigned to can change start and due dates, not ideal when you are trying to control things.

[@davinpoonwassie1314]

Hi Scott, great video, thanks. Is there a column/label that tracks when a task is overdue/late? I notice you set up RAG labels, is it possible to link RAG labels to a status or alarm?

[@pattirosbrook385]

Hey Scott, I'm trying to upgrade the planner to a premium planner. I do not see a diamond to activate the upgrade. Any tips on accessing the upgrade?

[@hungryhippie420]

Can somebody please help.. i have a question, how can I change the calender? I cant seem to plan any tasks in the weekend. Already changed my workdays/hours in Outlook.

[@roguetrail]

i can't find a single video about the Roadmaps feature. can someone please point me in that direction! the same thing with Plan 5 project management and enterprise feature I want to see what those do..

[@your365coach]

Sadly in Planner Premium, both are on the roadmap but not yet released - I believe they are going to be released in December onward in Planner Premium

[@roguetrail]

@@your365coach oh wow. It makes no sense they are selling subscriptions without the features.. 😱

[@OneandOnly-zs4eq]

Did they get rid of comments and the ability to @ people? I can't find it anywhere in the upgraded template.

[@leeebbrell9]

ive noticed the quick action icons do not work for premium plan tasks in planner (my tasks), so to add a comment see other comments and attachments to a task is a pain. at the moment it looks like you need to use a team group and view in teams rather than the planner app in teams. come on MS finished it off allow us to see comment and attachment for premium plan tasks like we do for basic plan tasks

[@SteveHall0]

Great video! Do all members of a plan created using premium need to have premium to access and update the plan?

[@your365coach]

I’d always say to refer to Microsoft licensing - but it was confirmed that Planner Premium licensing is required for people who manage and create the Plan, for people who are resources in the Plan, they will not need Premium Licensing and can use the free Planner Basic licensing. Hope that helps 😄

[@Peter_Jupiter]

Hi Thanks for your video, what are sprints for , what is the idea how and when to use sprints ? Also same question about goals ? I have no idea what it is for ? How to create backup from the entire Team ? thanks Peter

[@lemmingexpress]

Excellent video, thanks!

[@mattyjoyce1]

great video, useful tips. question, do you know when they are bringing version control in premium, something our department really want in place before we all begin using this product

[@ammzh1976]

Is there a way to import a template from Project into Planner? Just wanna save myself time. Thank you 😊

[@robertmilner4024]

Great video and overview of Planner Premium. Do you know if you can share Planner Premium project plans with external users?

[@LudovicDEVUYSDERE]

Hello, is it possible to transform a existing basic plan into a premium one

[@your365coach]

Not as yet, although it is on the Planner Roadmap, so I am looking forward to seeing that change too

[@jethrojean-baptiste841]

My initial struggle. How do I acquire Planner Premium or Where do I find Planner Premium in the Store/ Admin console

[@your365coach]

Sure - you need to purchase a license for Planner Plan 1 under the products in the Admin Centre and then allocate that license to yourself and give it a few hours to update and that will get you Planner Premium! 😄

[@JaceHeadland]

Thanks for great video! Question: Can you integrate this easily with Business Central Projects/Jobs?

[@tomaszpater8247]

For the planner, there is also a dedicated application in Power App for portfolio management. Is there a chance you could say more about this solution?

[@your365coach]

Absolutely- you can provide the name or link to it and I’ll check it out for a future video 😃

[@JeffWaters1]

Is it possible to see all tasks from multiple plans in one view with planner premium?

[@your365coach]

Sadly not at the moment - the Planner Roadmap has Portfolio Management now in January 2025, so it’s a while away 😔

[@JADPrice]

Excellent video! Thanks!

[@your365coach]

You are welcome! 😃

[@nickydavis8266]

Can you have multiple "Plans" in a Teams Group?

[@your365coach]

You sure can 😀

[@janeniv9161]

When will we get good way to comment and chat about tasks

[@guarins7794]

But then now, what is the difference between Microsoft project and Planner premium?? It's the same no?

[@your365coach]

Well, that topic is a video in itself 😄… Planner Premium is basically Project for the Web - so it’s Project in disguise 🙌😊

[@guarins7794]

It would be nice to have a video to understand the difference, since I saw in internet a lot of confusion about this topic

[@JeffRhine]

Firstly, GREAT video and I've always enjoyed your content. I think you do an excellent job of introducing the capabilities and developments for 365 products. Having said that... I didn't realize how cumbersome, unwieldy and behind-the-times Planner (and Loop) were behind Notion. I've just been looking at Notion over the last 2 weeks and it is a STARK contrast of elegance and efficiency compared to those MS products I mentioned above. I am deeply embedded in 365 and really hope MS can make some giant strides forward in a somewhat timely manner. I WANT to live in a glorious MS ecosystem, but they sure are making it difficult :(

[@your365coach]

Thanks for your kind feedback - I’ve never used Notion but one day I will try it out and see what I am missing and you never know, i may like it 😃

[@bharatpotdar2667]

Planner is a good app but absolutely useless because there are no permission restrictions settings available. Anyone can do anything in a planner plan and mess things up or manipulate just about everything.

[@your365coach]

Sadly the permissions model is based on Groups which means that Members are granted access to edit or delete Tasks - no way around that sadly