Microsoft Planner
For Enterprise Project Portfolio Management
Microsoft Planner turns Microsoft 365 Planner Premium into a secure hub for your PMO to plan, fund and track initiatives.
Assimil8 IT deploys, configures, integrates and supports Project Online, Planner Premium, and Power BI providing you a familiar workspace to balance investments, optimise resources and surface real-time KPIs.
Why Choose Microsoft PPM?
One Microsoft Experience
Azure AD single sign-on, Teams collaboration and Microsoft security baked in, no extra logins.
Strategy and Agile in One View*
Combine classic waterfall schedules with Azure DevOps (or Jira) sprints; report on both in one dashboard.
*Requires integration
Executive Insight
Teams work the way they want, Enterprises get the results they need pre-built Power BI visuals reveal program / portfolio and project health, cost, milestones, risks and issues.
*Requires Microsoft Power Platform Premium connector
Proven Business Impact
Why Assimil8 IT
Integration & Compatibility
Microsoft PPM seamlessly integrates into your Microsoft 365 estate, turning the tools your teams already use each day into the engines of portfolio delivery. Tasks appear as live cards in Microsoft Teams, while project KPIs roll up automatically into central Power BI dashboards for instant portfolio-wide insight.
A Power Platform layer lets you capture new demand ideas or risk and issue logs through low-code apps, and a bi-directional bridge to Azure DevOps or Jira keeps agile sprints and user stories perfectly in sync with waterfall schedules. Everything sits behind Azure AD single sign-on and MFA, giving you enterprise-grade security without extra logins.
Unleashing the power of AI agents in Microsoft Planner
Planner, together with Microsoft Copilot the Project Manager Agent is a new feature integrated into Microsoft Planner, aimed at simplifying the planning and execution of projects. It acts as a virtual project manager, helping users manage tasks more efficiently by automating various aspects of project management.
The Project Manager Agent is packed with practical, time-saving features like automated task delegation, real-time updates, and even AI-driven brainstorming tools.
Key features include task automation, resource optimization, real-time progress tracking, and specialized AI agents like the Goal Agent and SharePoint Agent
Collaboration tools such as whiteboards, Loop files, and SharePoint integration enhance teamwork and ensure centralized access to project files
More info here: Unleashing the power of agents in Microsoft Planner | Microsoft Community Hub
Frequently Asked Questions
Here are some quick answers to help you get started.
Is Project being retired?
No, Project is not being retired.
- Project for the web capabilities have become part of the new Planner.
- Project desktop, Project Online, and Project Server will continue to be available and supported for both existing and new customers
I am a current Project Online customer. What does this mean for me?
Current customers can continue to use Project Online. There is currently no end of service date for Project Online
How do I migrate from Project Online to Project for the web?
A number of Microsoft Project partners have built solutions for migrating from Project Online to Project for the web, which is now part of the new Planner. Contact info@assimil8it.com to learn more about migration and the options available.
Do we need Project Plan 3 or Plan 5 licences?
Plan 3 covers scheduling; Plan 5 unlocks portfolio modelling and resource management. We run a cost–benefit workshop to recommend the leanest mix for each user role.
Can Microsoft Planner sync with SAP, Oracle or D365 Finance?
Absolutely. We use Microsoft Power Platform Premium connectors, to integrate to various line of business applications, keeping ERP the financial system of record.
How does Copilot in Planner (preview) differ from Microsoft 365 Copilot?
Microsoft 365 Copilot in Planner (preview) skills are only available when you are using Microsoft 365 Copilot in Planner (preview) in Planner in Teams or the new Planner for the web (coming soon). This applies even if you have a Planner and Project Plan 3 or Planner and Project Plan 5 license.
If you have a Microsoft 365 Copilot license, you can ask questions about your individual tasks, including:
- Private tasks.
- Tasks assigned to you in Planner basic plans.
- Tasks assigned to you in Planner premium plans.
What features are coming soon to Planner?
Microsoft will be updating Planner frequently; the best resource to keep you up to date on feature releases is the Microsoft 365 roadmap. Some notable features that have recently rolled out or are coming soon and can be reviewed here: Microsoft 365 Roadmap | Microsoft 365
What are the data-residency and compliance options?
Tenants can be pinned to South Africa, UAE, Qatar, EU or UK data centres. Encryption-at-rest, MFA and ISO 27001 compliance are standard; GDPR and POPIA mappings provided.
How is ongoing support handled?
Monthly or Annual Support options, backed by industry-leading response times. Quarterly health checks and roadmap reviews. A dedicated Customer Success Manager can be included.
Industries We Serve
Built for complex, regulated and capital-intensive sectors
Finance
Retail
Energy & Mining
Oil & Gas
Manufacturing
Health & Public Services
Agriculture
Telecommunications
Ready to run strategy and delivery in the same Microsoft workspace?
Book a Project Discovery Call and see how quickly your PMO can move from static excel spreadsheets to live, insight-driven decision making.