FluentPro Integration Hub offers one-way and bidirectional synchronizations that are called scenarios. This article contains a list of all available scenarios with their general description and business value that can help you select the most appropriate scenario for your specific case.
Project Online <> Planner Scenarios
Using Project Online <> Planner integrations you can establish Portfolio and Project Visibility in one place. Project Online offers a good set of features for project and portfolio management. Planner on the other hand is an easy tool to work with on a daily basis.
Integration Hub allows aggregating data from Project Online to Planner and vice-versa for more sophisticated resource planning and management, portfolio and projects overview.
Integration Hub can push Projects from Project Online to Planner, so that teams could work in Planner and update their task progress there. As the teams update their tasks in Planner they can push their reported progress back to Project Online.
Integration Hub offers several one-way and bidirectional scenarios for data synchronization between Project Online and Planner.
Please review the information for each of them and select the one that fits your request the most.
Planner > Project Online (one-way)
Planner > Project Online (one-way) integration scenario may be of great help for Project and Portfolio managers who keep track of their Projects/Portfolios in Project Online but have their teams track their daily work, maintain plans and tasks in Office 365 Planner.
This scenario allows synchronizing Office 365 Planner tasks to Project Online Projects. When the scenario is configured data from the specific Planner Plans will be transferred to specific Project Online projects automatically.
You will need approximately 15-20 minutes to configure Planner > Project Online (one-way) integration scenario following the steps described in these articles.
Project Online <> Planner (two way)
Project Online <> Planner (two-way) integration scenario may be helpful for Project and Portfolio managers who use both systems, Project Online and Planner in their daily work but would like to keep track of their projects/portfolios and teams work in one place.
As a project manager you can establish a project structure and create tasks in Project Online, assign them to your team members and then push created tasks to Planner automatically.
Your teams can work in Planner on a daily basis and completion status for their tasks will be pushed to Project Online automatically. You can work on your tasks both in Project Online and in Planner for continuous data synchronization between your systems and teams. Also, you can create additional tasks in Project Online and mix them with the tasks involved in integration.
You will need approximately 15-20 minutes to configure Project Online <> Planner (two-way) integration scenario following the steps described in these articles.
Project Online <> Planner (two way integration with project stages)
As a project manager you can establish a project structure in Project Online and automatically create new plans in Planner to create a direction for your teams work.
This scenario will be helpful if you have one big project that you would like to manage in Project Online where you would like to keep track of the overall project work. And the tasks in Project Online that can be considered as sub projects for which separate plans will be created in Planner.
When the scenario is configured, data synchronization will be performed automatically between tasks from Project Online project and different Planner plans.
You will need approximately 15-20 minutes to configure Project Online <> Planner (two-way) integration scenario following the steps described in these articles.
Project Online <> Planner (two way multiple plans integration)
Project Online <> Planner (two-way multiple plans integration) scenario may be helpful for Project and Portfolio managers who need to synchronize a project in Project Online with multiple Planner Plans.
As a project manager you can establish a project structure and create tasks in Project Online, assign them to your team members and then push created tasks to different Planner Plans automatically. In this way, your teams can work in different Plans and report on their tasks and progress to one Project in Project Online.
As a result, project managers do not need to switch between these two systems to track their teams work on multiple Plans. They will have a good visibility of all tasks from both systems within one Project in Project Online.
When the scenario is configured, data synchronization will be performed automatically between tasks from one Project Online project and different Planner plans. Each task from Project Online project can be synchronized to one Planner plan (either all tasks to the same plan or different tasks to different plans).
You will need approximately 15-20 minutes to configure Project Online <> Planner (two-way) integration scenario following the steps described in these articles.
Please review the common features supported and the limitations for each Planner - Project Online scenario:
|
Feature / Integration Scenario |
Planner > Project Online (One-way) |
Project Online <> Planner (Two-way) |
Project Online <> Planner (Two-way multiple plans integration) |
Project Online <> Planner (Two-way integration with project stages) |
| Run integration on a schedule or on demand | + | + | + | + |
| Sync task details and completion status to Project Online | + | + | + (only tasks originally created in PoL) | + |
| Sync task details and completion status to Planner | - | + | + | + (only tasks originally created in Planner) |
| Mix tasks involved in integration with tasks managed exclusively in Project Online | + | + | + | + |
| Customize with advanced filters for Planner data | + | + | + | + |
| Create new tasks from Project Online and automatically push them to Planner | - | + | + | - |
| Create new tasks from Planner and automatically push them to Project Online | + | + (optional) | - | + |
| Push tasks from Project Online to different Planner Plans | - | - | + | - (tasks from Project Online are pushed as new Plans) |
| Create new plans from Project Online | - | + (on a Project level) | - | + (on a Task level defined as Stage) |
| Planner Bucket in Project Online is | Custom task field | Custom task field | Custom task field | Summary task name |
Limitations:
Integration Hub has certain limitations related to the synchronization of particular Planner fields or features.
- Approvals (Approvals field does not exist in Planner, so the values for the Project Online Approvals field cannot be synchronized);
- Checklists (It is not possible to map them to Project Online, they are not supported by Project Online);
- Task notes;
- Attachments;
- It is not possible to create new projects in Project Online automatically from Planner plans.
Project Online <> Azure DevOps
Project Online <> Azure DevOps connection offers an integration scenario that allows transferring project data in both directions - from Project Online to Azure DevOps and vice versa. If your organization is among those who use a mix of both agile and waterfall methodologies, this scenario is a great match for your business. While most PMOs and Portfolio Managers prefer using Project Online for advanced resource planning and portfolio visibility, the teams continue using agile tools such as Azure DevOps.
Using this integration scenario, you can keep your development teams working in Azure DevOps and automatically provide updates on project progress and task status completion for your PMOs and Portfolio Managers by connecting Azure DevOps to Project Online. As a Project or Portfolio Manager you can create tasks in your Project Online Project and define the Azure DevOps work item type these tasks will be transferred to. Working in Azure DevOps Project Managers and their teams can create new work items or update the ones transferred from Project Online and the changes will be automatically pulled back to Project Online.
This scenario provides continuous integration between both systems. It provides a powerful way to exchange critical project details between project and development teams by giving them the flexibility to choose how and where they work.
You will need approximately 15-20 minutes to configure Project Online <> Azure DevOps integration scenario following the steps described in these articles.
Project Online <> Jira
Project Online <> Jira connection offers both one-way and bidirectional scenarios for data synchronization between Project Online and Jira.
Project Online <> Jira two way scenario
Project Online is a powerful solution for advanced resource planning and utilization and project and portfolio management that is often used in organizations by executives and PMOs for high-level work management. At the same time most development teams that are focused mostly on project execution prefer using agile tools, such as Jira, that provide great capabilities for release planning, sprint planning, sprint tracking, etc. This integration scenario enables your development teams to continue using Jira on a daily basis and allows teams to focus on project execution, while bringing all work into one centralized repository - Project Online for a good project and portfolio visibility.
Using this scenario, you can create tasks in Project Online, assign them to your team members (optionally) and automatically push the tasks to Jira as various Jira Issue Types. In your Jira project the teams can plan and execute their work accordingly. They can create new Jira Issues or update the ones already transferred from Project Online and then automatically report on their status completion and project progress to Project Online.
You will need approximately 15-20 minutes to configure Project Online <> Jira integration scenario following the steps described in these articles.
Jira > Project Online one way scenario
Jira > Project Online is a one-way integration scenario that allows transferring Jira issues from Jira as new projects to Project Online. Jira issues with a defined type and workflow stage are transformed into a newly created project in Project Online instance.
You will need approximately 15-20 minutes to configure Project Online <> Jira integration scenario following the steps described in these articles.
Project Online <> SharePoint
Project Online <> SharePoint connection has one integration scenario that provides two-way synchronization of Project Online projects with SharePoint List items. The scenario allows automatic creation of a project in Project Online with transferred from SharePoint list items added as custom fields to the Project Details page of your project.
You will need approximately 15-20 minutes to configure Project Online > SharePoint integration scenario following the steps described in these articles.
Project Online <> Office 365
Project Online <> Office 365 connection has one integration scenario that provides synchronization of Project Online and Outlook. The scenario allows to automatically create Office 365 group for the linked Project Online project. This scenario automatically enables the ‘Project Web App Connectivity’ Site feature that activates Deliverables, Risks, Issues for the Site.
You will need approximately 15-20 minutes to configure Project Online <> Office 365 integration scenario following the steps described in these articles.
Project Online <> Outlook
Project Online > Outlook connection has one integration scenario that provides one-way synchronization of Project Online and Outlook. The scenario allows to automatically create Outlook events from Project Online tasks and sync up with the team members on key tasks by planning them in Outlook. Also, as a Project Manager you can give your teams a focus on tasks execution by providing them with a scheduled plan and timing for tasks delivery.
You will need approximately 15-20 minutes to configure Project Online > Outlook integration scenario following the steps described in these articles.