187140 – Planner: Portfolio capabilities in Planner (archived)

Product:

Planner, Project, Project for the web, Teams

Platform:

Teams And Surface Devices, TeamsAndSurfaceDevices, Web, World tenant

Status:

Launched

Change type:

Feature update

Links:

MC910987

Details:

Structure plans into portfolios and get insights on top of your portfolios

Change Category:
XXXXXXX ... free basic plan only

Scope:
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Release Phase:
General Availability, Preview

Created:
2023-11-15

updated:
2025-01-14

Public Preview Start Date

XXXXXXX ... free basic plan only

Docu to Check

XXXXXXX ... free basic plan only

MS workload name

XXXXXXX ... free basic plan only

Direct effects for Operations**

- Impact on IT Operations
- Increased complexity in managing project portfolios
- Role Impacted: IT Project Managers
- Dependencies: Integration with existing project management tools and workflows
- Potential for system performance issues during peak usage
- Role Impacted: IT Operations Team
- Dependencies: Server capacity and network bandwidth
- Need for additional monitoring and support for new features
- Role Impacted: IT Support Staff
- Dependencies: Helpdesk ticketing systems and user training materials

- Impact on IT Services
- Changes in user access and permissions for portfolio features
- Role Impacted: IT Administrators
- Dependencies: User management systems and security protocols
- Requirement for updates to documentation and training materials
- Role Impacted: IT Training Coordinators
- Dependencies: Knowledge base and user guides
- Possible integration challenges with Teams and other Microsoft services
- Role Impacted: IT Integration Specialists
- Dependencies: APIs and service interconnectivity

- Impact on IT Users
- Learning curve associated with new portfolio capabilities
- Role Impacted: End Users (Project Teams)
- Dependencies: User experience and interface design
- Changes in reporting and analytics capabilities
- Role Impacted: Business Analysts
- Dependencies: Data visualization tools and reporting frameworks
- Risk of user resistance to adopting new features
- Role Impacted: Change Management Team
- Dependencies: Communication strategies and user feedback mechanisms

References:
- Microsoft Planner Overview: https://support.microsoft.com/en-us/planner
- Microsoft Project for the Web: https://www.microsoft.com/en-us/microsoft-365/project/project-for-the-web
- Change Management Best Practices: https://www.prosci.com/resources/articles/change-management-best-practices

Opportunities**

- Enhanced Project Management Integration
- Opportunity to integrate Microsoft Planner with Microsoft Project for the web to provide a seamless project management experience.
- Roles that might profit: Project Managers, Team Leaders, and IT Administrators.
- Reference: Microsoft’s roadmap indicates that the integration will enhance visibility and control over project portfolios, allowing for better resource allocation and tracking (source: [Microsoft 365 Roadmap](https://www.microsoft.com/en-us/microsoft-365/roadmap)).

- Improved Reporting and Analytics Features
- Leverage the new portfolio capabilities to generate detailed reports and analytics on project performance and resource utilization.
- Roles that might profit: Business Analysts, Project Managers, and Executives.
- Reference: Enhanced reporting features can lead to better decision-making and strategic planning, as indicated in Microsoft’s documentation on project management tools (source: [Microsoft Docs](https://docs.microsoft.com/en-us/microsoft-365/project/project-overview?view=o365-worldwide)).

- Streamlined Collaboration through Teams Integration
- Utilize the integration of Planner with Microsoft Teams to facilitate real-time collaboration and communication among team members working on portfolio projects.
- Roles that might profit: Team Members, Project Managers, and IT Support Staff.
- Reference: The integration aims to enhance team collaboration and productivity, as highlighted in Microsoft’s updates on Teams functionalities (source: [Microsoft Teams Blog](https://techcommunity.microsoft.com/t5/microsoft-teams-blog/bg-p/MicrosoftTeamsBlog)).

Potentional Risks**

XXXXXXX ... paid membership only