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How to Connect Microsoft Planner to Project or Power BI with Automation
Question details
The user wants to integrate Microsoft Planner with Microsoft Project or Power BI to automate the transfer of tasks, buckets, and metrics.
- Product
- Microsoft Planner, Project, Power BI
- Device & OS
- not provided
- Scenario
- Automating project management workflows and data visualization across different Microsoft ecosystem applications.
- Observed behavior
- Users need a way to link Planner to Project or Power BI, but face missing built-in connections and unsupported Dataverse actions in Project for the web.
Ensure you have active licenses for Microsoft Planner, Project Web App, and Power Automate, along with the necessary administrative permissions to create and manage automated cloud flows.
Use Power Automate to Import Planner Tasks into Project Web App
Since Project for the web lacks direct Planner integration, you can use a Power Automate cloud flow to bridge the gap by importing tasks directly into Project Web App.
Project for the web does not currently offer a native option to sync Planner buckets. Furthermore, some essential actions for Project for the web (like adding a row in Dataverse) are not fully supported in Power Automate. To bypass this, routing your Planner data to Project Web App is the most reliable workaround.
Navigate to Microsoft Power Automate in your browser and sign in using your work or school account credentials.
Click on 'Create' in the left menu, then select 'Automated cloud flow'. Give your flow a name and search for the Planner trigger 'When a new task is created'.
Click 'New step' and search for 'Project Online'. Choose the appropriate action to create a task or update data in your Project Web App environment.
Map the dynamic content from your Planner trigger (such as Task Title, Start Date, and Due Date) to the corresponding fields in the Project Online action.
Save your newly created flow. Create a test task in your Microsoft Planner bucket to ensure it successfully populates in Project Web App.
Simplify Your Workflow with WPS Office
While advanced automated connections between Planner and Microsoft Project require specific licenses and complex setups, WPS Office offers a lightweight, free alternative for your everyday document, spreadsheet, and project tracking needs, ensuring seamless productivity without the hassle.
- 1. Download WPS Office: Visit the official WPS Office website and click the 'Free Download' button to get the installer.
- 2. Install the software: Run the downloaded installation file and follow the on-screen prompts to set up WPS Office on your computer.
- 3. Explore project templates: Open WPS Spreadsheet, click on 'Templates', and search for 'Project Management' to instantly start tracking your tasks without complex automations.
Frequently Asked Questions
Does Project for the web have a built-in connection to Microsoft Planner?
No, Project for the web currently does not provide a built-in or native option to connect directly to Microsoft Planner or sync its buckets.
Can I use Power Automate to link Planner to Project for the web via Dataverse?
Only partially. Some critical actions, such as adding a row in Dataverse specifically for Project for the web, are not supported through Power Automate, even if you have the project and bucket IDs.
How can I automate Planner data to Power BI?
Since a direct connector might be limited, the most common automated workaround is to use Power Automate to export Planner data into a SharePoint List or an Excel file hosted on OneDrive/SharePoint, and then connect Power BI to that data source for dashboard visualization.
