FluentPro Integration Hub offers one-way and bidirectional synchronizations that are called scenarios. This article contains a list of all available scenarios for Project Online <> Planner 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.
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 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 on 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 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.
Common features and limitations for all scenarios
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 in Project Online are currently not supported, actual data is pushed directly into the project schedule);
- 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.