Project Management

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Microsoft Planner and Project Plan

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Patrick McLane Basking Ridge, Nj, United States

Has anyone been using Microsoft planner and project plan to coordinate and manage work within a project team or has anyone seen a demo? We use MS teams heavily within my org and I am exploring integrating our work within planner, but wanted to see if anyone had first hand experience with these features. I'm looking to get some sort of demo from Microsoft (if possible) as well.

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Luis Branco CEO| Business Insight, Consultores de Gestão, Ldª Carcavelos, Lisboa, Portugal

You're raising an important point, especially now that Microsoft is retiring Project for the Web (2025) and Project Online (2026).

This transition is more than a product update; it signals a deeper shift in how Microsoft envisions the future of work and collaboration.

Planner is becoming the central hub for task and work coordination inside Teams, which makes sense given Microsoft's focus on integrated, AI-supported workflows. However, it does not yet replace the full project-management capabilities of Project, such as dependencies, resource modeling, critical path, or portfolio-level governance.

In practical terms: Planner works very well for team-level work management, but it is not yet a complete project-management system for organizations that require structured planning, PMO oversight, or complex scheduling.

What really matters now is understanding where the ecosystem is heading:

  • Teams is becoming the operating system of work.
  • Planner is becoming the orchestration layer for team tasks.
  • Power BI and Power Automate provide visibility, flow, and automation.
  • Copilot and AI will increasingly act as active partners in planning, decision support, and organizational learning.

This means the future will be hybrid: simple work and team execution in Planner, structured planning in Project desktop, and intelligence and automation coming from the Power Platform.

To learn and prepare effectively for this transition, I usually recommend combining three approaches:

  • Microsoft Learn

Free, up-to-date learning paths covering Teams, Planner, Power Platform, and Copilot.

A great way to understand the architecture behind these changes.

  • Official Microsoft courses

Especially in Power BI, Power Automate, and Project (desktop), for professionals who need more advanced planning, reporting, or resource-management capabilities.

  • A small internal pilot

Setting up a real workflow linking Planner, Teams, and Power Automate provides practical understanding much faster than reading documentation alone.

Looking ahead, the Microsoft ecosystem is moving toward a model where teams execute in Planner, project managers structure work in Project desktop, and organizational intelligence flows through AI and the Power Platform.

If you're exploring this transition, you're already ahead of the curve.

This is the right moment to learn how these elements fit together and how they will reshape collaboration and project delivery in the years ahead.

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Patrick McLane Basking Ridge, Nj, United States
Thank you for this detailed explanation. This is very helpful in providing some context around the ecosystem that Microsoft is building. Those resources you mention are helpful as well.
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Abolfazl Yousefi Darestani Manager, Quality and Continuous Improvement| Hörmann-TNR Industrial Doors Newmarket, Ontario, Canada
Good answer from Luis.
I have not used those yet.
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Pavan Maddi
Community Champion
Buona Vista, Singapore
Planner and Project work well when your team already lives in Teams. Planner is great for lightweight task tracking, while Project adds schedules, dependencies and reporting. I have seen teams combine both for clarity and flow. If you want a demo, your Microsoft account rep can arrange one and show how these tools fit your ways of working.
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Lissette Indhira Pimentel Sosa
Community Champion
Program Manager| HARPER SRL Santo Domingo / Distrito Nacional, Dominican Republic
I haven't used Planner and Project together, but as a reference for close colleagues, it appears they work well if you treat them as complementary. Planner is great for day-to-day team tasks inside Teams, while Project gives you the structure you need for dependencies, timelines, and reporting. If your org already lives in Teams, then maybe this setup can streamline work without adding extra tools.

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