Microsoft Office 365 Planner and Project Online Integration Scenario
Being an extensible Microsoft Azure SaaS platform, FluentPro Integration Hub supports connectors to multiple platforms. In this post, we’ll cover the integration scenario between Microsoft Office 365 Planner and Project Online.
Project Online + Planner
This integration scenario enables publishing projects from Microsoft Project Online to Microsoft Planner, so that team members could work on the assigned tasks, report their progress, and make updates. All the changes made to tasks (e.g., completion percentage, dates, assignments) flow back to Project Online and update related project schedules.
During the synchronization process, Project Online and Planner fields are mapped in the following way:
|Start Date||Start Date|
|Finish Date||Due Date|
The current scenario comes in handy when the project work breakdown structure is created using Microsoft Project Online, while the team prefers Office 365 Planner, which is a simpler tool for project and task management. Therefore, there comes a need for a way to report task progress from Planner to Project Online, as well as make it possible for the team to create their own tasks in Planner and sync them to Project Online.
How to start using the Integration Hub
Step 1 – Install the “Integration Hub” app from the SharePoint Store.
Step 2 –Configure Project Online to work with Integration Hub.
Step 3 – Use Integration Hub for scheduled synchronizations between your environments.
For successful integration, the below-listed Enterprise Custom Fields have to exist in your Project Online configuration. The fields can either be created manually or by Integration Hub during the scenario creation.
- “Sync Project with Planner” field – A project-level Flag custom field name that identifies if Project should be synchronized with a plan in Planner.
- “Sync Task with Planner” field – A task-level Flag custom field name that identifies if Task should be synchronized with plan task in Planner.
- “Planner Bucket” field – A task-level Text custom field name that defines the name of the Planner bucket the task should belong to.
- Default Bucket – The name of the bucket in Planner that will be used if the value in the “Planner Bucket” task field is not specified.
- “Planner Plan ID” field – A project-level Text custom field name that identifies the ID of related Plan in Planner.
- “Planner Group Email” field – A project-level text custom field name that identifies the email of the Planner Group that the connected plan belongs to.
Integrating Microsoft Project Online with Planner empowers managers with more accurate information of the project execution progress. With a close-to-real-time view of tasks and statuses accessible to the organization, managerial functions are more easily and efficiently performed. And at the same time, both project managers and the development team can keep working in the applications they prefer as the most efficient ones.
If you have any questions, please leave your comments below. For more details or a demo, please contact FluentPro sales team.