Manage Portfolios in Microsoft Planner | Project Management in Microsoft 365 | Project Dashboard

Are you managing multiple projects and looking for a dashboard view of the most important milestones and key phases for each project plan? Watch this video to learn how to create a Portfolio / roadmap view in Microsoft to see multiple project plans in one dynamic view. Echolocity consultant and certified Microsoft guru Caroline Henne provides a great step by step "how to" see project status and timeline across multiple project plans.

Chapters:
0:00 My Portfolios in Microsoft Planner
01:20 Add a New Portfolio
02:50 Plan View
05:01 Roadmap View
05:35 Add Key Date
06:37 Add Task from a Plan
08:29 Add Phases from a Plan

➡️About Echo Consulting DBA Echolocity
We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, worfklow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working.

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[staceyliakhovskaia]

Thank you for the overview, it was very helpful. Any chance you'd have a clue on how to promote tasks as summary tasks please?

[ariaconsulting]

Nice to have feature I suppose, but since everything is manual updates, versus being calculated from plan info, it seems much more like a "journal" for the PfM/PgM than an actual "management tool".

[DiegoMalca]

Is a special subscription required to add a plan to the created portfolio?

Because I have created plans, but from the portfolio when I try to add a plan it appears as if there were no previous plans.

thanks.