What Can the “New” Microsoft Planner Do for Your Project Management?

Microsoft is streamlining its project management and task management tools. Starting August 2025, Project for the Web, To Do, and the current Microsoft Planner App will merge into one unified solution: the "new" Microsoft Planner.

This means there is one central tool for all levels of planning – from simple task management to complex project and portfolio workflows. Organisations currently using Project for the Web will automatically transition to the new Microsoft Planner.

Microsoft Planner Licensing Overview

  • Planner Plan 1 (formerly Project Plan 1) or
  • Project Plan 3 (formerly Planner + Project Plan 3) including Microsoft Copilot AI or
  • Project Plan 5 (formerly Planner + Project Plan 5) if you also require enterprise capabilities (Project Online Administration / Resource Management)

Find further details and current prices on this Microsoft license page.

Getting Started with Modern Project Management in Microsoft Planner

Microsoft continues to evolve Planner (see roadmap of planned changes). For organisations that have been using Project for the Web, the move to the new Microsoft Planner provides a future-ready foundation for project management and resource planning.

The table below compares the different Planner versions with other tools such as Project Online and TPG ProjectPowerPack.

Scheduling

  • You can create summary tasks, tasks and milestones and link them with relationships.
  • You can also specify the duration in days, the effort in hours (completed + remaining = total) and % complete.
  • The formula for converting duration to effort (and vice versa) uses an eight-hour day and this begins as soon as a person is assigned. If more than one person is assigned, the effort is increased but the duration remains the same. The planning mode is set for all tasks at the start of the project: Fixed Duration, Fixed Work, Fixed Units.

Agile Working Method

In the Board view, tasks can be sorted according to different criteria, for example to create logical groups of tasks or to update the status.

For Sprint planning, Sprints can be created and tasks assigned.

Project Tracking

The “People” view provides a quick and simple overview who is to work on what task and the level of progress.

Defining and Tracking Project Goals

Goals can be defined per project, with duration and assigned work packages. Tasks from the schedule can be linked to the work packages to track progress and deadline compliance.

Further Options and Gaps

There is scheduling with different types of links in the standard version, also intervals. The critical path can be presented in the same way as in Project Online, and it requires a higher license (Project Plan 3).

Up to 10 custom fields per project can be created. For instance, the following field types are available: Text, date, number (decimal), Rollup possible (with additional information), Yes / No, selection field. (Note: these are per project, not “enterprise” fields accessible across all projects.)

A single baseline is available.

Costs are not available.

An app for time tracking is not provided.

Why Use Microsoft Planner (formerly Project for the Web)?

Modern Views

Planner Premium offers a mix of traditional and agile ways of working. The Timeline view displays a Gantt chart and the Board shows all tasks as cards with status and additional information.

Co-Authoring: Collaboration on a Project Plan

One capability of Planner compared to Project Online is the ability for multiple people to work together on a schedule via “co-authoring”.

Delegating aspects of the plan to individuals can simplify the work of planning. All members of the Microsoft 365 group belonging to a project may edit the schedule simultaneously. Changes by other users are shown immediately. This allows for teamwork while building the schedule.

Integration with Microsoft Teams is easy, as there is a web address for each project which can be displayed as a tab in a Channel in Teams.

Easy Resource Management

The resources in Planner are derived from a new or existing group in Microsoft 365 Groups. There is no resource pool for cross-project planning as in Project Online, and it is possible to add additional data to resources, such as availability or department. It is not possible to plan the cost of resources or direct costs.

If several people are assigned to a task, it is possible to differentiate via the “Assignments” view who is responsible for completing each part.

Co-Pilot AI Support in Microsoft Planner

Microsoft’s Project Manager agent is a new AI capability built into Microsoft Planner that acts like a virtual project manager – helping you plan, manage, and report on projects more intelligently and efficiently.

You simply describe your project goal (and optionally upload related docs), and the agent automatically creates a structured plan with tasks, durations, and dependencies. It can even complete certain tasks itself – like research or generating status updates – embedding the results directly into Microsoft Loop pages.

What it does:

  • Converts your project goals into tasks
  • Assigns tasks to either team members or the AI agent
  • Executes tasks and produces content you can review and revise
  • Automatically generates progress reports for stakeholders
  • Integrates with Microsoft Whiteboard, Loop, and Teams for collaboration

Why it matters:

  • Saves time: Cuts admin by generating plans and handling repetitive tasks
  • Improves clarity: Creates consistent, logical project structures
  • Boosts visibility: Offers new visual views and reporting options
  • Works where you do: Embedded in Teams and Loop for seamless use

Requirements:
You’ll need a Microsoft 365 Copilot license, and either Planner Plan 1, Project Plan 3 or Plan 5 to access the premium features.

It’s ideal for project managers, team leads, and business units looking to speed up delivery without sacrificing control. With AI doing the heavy lifting, teams can stay focused on decision-making and results.

The screenshot below of Planner in Microsoft Teams shows the new Reports tab with a start screen that reads, "Start creating a status report with AI." From here, users can select the reporting period and provide optional information about what the status report should cover. The "Recent reports" section shows five previously generated reports. Users can select and visit these recent reports.

New Technical Base

Microsoft Planner stores its data in Dataverse. This provides users with a platform that can be extensively adapted to their individual requirements using Power Apps, Power BI and Power Automate. New tables such as risks, issues and other lists can be created and analysed in connection with the new service’s projects and tasks.

You require additional  licenses to edit and use Power Apps and Power BI and Power Automate.

In Planner, the following limits are sufficient for small to medium-sized projects and should not be a problem for simple use cases (source: Microsoft):

  • Maximum total tasks for a project: 3000
  • Maximum total duration for a project: 3650 days (10 years)
  • Maximum total resources for a project: 300
  • Maximum total links (successor only) for a project: 2000
  • Maximum total custom fields for a project: 10
  • Maximum total goals for a project: 10

Report Pack for Power BI

Microsoft offers a free report pack for Power BI with several useful reports. Some of them display portfolio level information across all projects.

Project Online and Project Server Remain Available

Project Online remains available and maintained in terms of security and performance. Microsoft continue to support the product.

See our latest update here on our YouTube Video.

Users can therefore rest assured that their investment is safe and continue to use Project Online with all its functions for company-wide project and portfolio management in building their environment.

For local installations, Microsoft Project Server Subscription Edition (SE) which has been available since November 2nd 2021, is supported under Modern Lifecycle Policy

The projects from Project Online and Planner Premium can be accessed via Project Home and can be jointly analyzed in Project Roadmap and via Power BI.

The Microsoft services are named as follows:

  • Planner Premium is included in the Planner Plan 1 subscription
  • A subscription Project Online Professional is called Project Plan 3 (includes also Plan 1)
  • A subscription Project Online Premium is called Project Plan 5 (includes also Plan 3 and Plan 1)
  • A subscription Project Online Essentials is still available (has a lower price for Planner Plan 1)

Our Evaluation of Microsoft Planner (fka Project for the Web)

The "new" Planner offers an easy and attractive entry to the world of classic project planning in combination with agile work management. It offers a timeline with linked tasks and a board view – a combination that makes a lot of sense in terms of usability and acceptance. The possibility to work in parallel on the same project is highly welcomed by users from agile methods.

So, if all you need to accomplish is simple scheduling for a small team and you don’t need any resource management features, timesheets and such, it should be sufficient for your needs. We look forward to seeing which functions Microsoft will implement next.

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