Work management

on the Microsoft
platform
  Work management landscape

 The new Microsoft Planner

 Copilot in Planner

 Project Manager agent

Agenda  Enterprise work management

 Planner for frontline workers

 Licensing and feature comparison

 Planner roadmap

 Next steps and Q&A

 Work management landscape

Collaborative work management Enterprise work management

Business users, team members, informal project managers Professional project managers, PMOs, executive team

• Individual task management • Portfolio management

• Team projects • Resource management
• Kanban boards • Cost management
• Goals • Advanced scheduling
• Team workload • Agile and scrum
• Dependencies • Objectives and key results (OKRs)
• AI • Reporting

Disconnected apps and tools make it hard to get all the work done.
 The state of collaborative work management

of employees say their of SMB users say current of employees wish their
collaboration tools are not collaboration tools don’t collaboration tools were
aligned with how their integrate with their compatible with one
teams prefer to work organization’s processes another

Source: Microsoft, “Four Ways Leaders Can Empower People for How Work Gets Done.” 2023 WorkLab survey.
 The state of enterprise work management

of employees find it of employees find it of employees find it

harder to collaborate harder to keep on top of a harder to understand the
cross-functionally with growing workload status of projects they’re
colleagues in other teams. working on

Source: Report commissioned by Adobe and conducted by S&P Global Market Intelligence, “The State of Work in 2023: A radical rethinking of work is underway.”
People want to implement AI and automate busywork

of employees want more automation

capabilities integrated with
collaboration tools

Source: Microsoft, “Four Ways Leaders Can Empower People for How Work Gets Done.” 2023 WorkLab survey.
Microsoft Planner
 The new Microsoft Planner

Bring to-dos, tasks, plans, and projects together in a familiar experience for work management.

Simple Flexible Scalable Intelligent

Manage all your Work the way Power your plans, Accelerate
work in one place you want big and small outcomes with AI

Generally available Generally available Generally available Public preview

Planner is simple
Access work faster
Get to your work faster with simple navigation,
including three main views: My Day, My Tasks,
and My Plans

See all your work in one place

Manage your tasks, to-do lists, plans, and projects
across Microsoft 365 apps in one place

Accomplish more today

Stay on top of your daily tasks with a view that
helps you focus on what needs to get done today
Planner is flexible
Plan work the way you want
Use templates to quickly start a new plan and
choose from views such as Grid, Board, Charts,
Timeline, People, and Goals

Manage work together

Cocreate and collaborate on plans with your team
for effective work management

Enjoy familiar features

Use the features you already know and love, such
as agile sprint planning, custom fields, and task
history
Planner is scalable
Power your plans—big and small
Create project plans with powerful scheduling and
resourcing tools that evolve as your plans evolve

Focus on the big picture

Configure, automate, and extend Planner with a
flexible, low-code/no-code platform

Get comprehensive views

Proactively manage and allocate resources as
needs change with access to real-time dashboards
and visualizations

Make a bigger impact

Define plan goals at the project, team, or org level
to help align work to strategic goals
Planner is intelligent
Plan your projects
Create buckets and tasks based on your planning
goals with Microsoft 365 Copilot in Planner

Set goals
Help your team succeed by using Microsoft 365
Copilot to set clear, measurable goals

Stay informed
Keep up to date on high-priority tasks, potential
risks, and team availability with Microsoft 365
Copilot
Microsoft 365 Copilot in Planner
Copilot in Planner capabilities
Create and update plans, Q&A
Advanced planning Copilot platform

Plan management
Plan execution and automation
Teams AI Library

Built on M icrosoft’s
comprehensive approach:
Microsoft 365 Copilot Azure OpenAI
Security
Compliance Semantic index
Copilot
Plugins Connectors
skills
Privacy Microsoft 365 data Azure AI Studio

Responsible AI
AI Infrastructure
Project Manager agent
AI transformation supports business growth through
better productivity, creativity, and operations

Personal Business
productivity value
Individual efficiency Revenue growth
Time savings Cost optimization
Increase creativity Employee wellbeing
 Solving project management challenges

Common pain point Common pain point

Managing projects is challenging and costly Tracking and completing tasks is overwhelming
and time-consuming
How agents can help
How agents can help
• Reduces costs associated with hiring a project
manager¹ • Task management with AI can save up to 25% of
time²
• Saves 15-30 hours total kicking off a project
• Delegating tasks to AI can reduce completion time
• Allows teams to achieve shared goals faster with
by more than 30%²
better outcomes

1. Deloitte report (2021). 2. CIO. “3 areas where gen AI improves productivity – until its limits are exceeded.” March 13, 2024.
Introducing Project Manager agent

Create plans, assign tasks,

and track progress with
Project Manager agent

Customers with a Microsoft 365 Copilot

license will have access to the public
preview of the Project Manager agent

Available in public preview

Plan creation
Create a new AI-enabled plan with the
Project Manager agent

Start a plan from scratch or use one of

more than a dozen available templates
Plan management
Add goals and attach files for additional
context to help the Project Manager
agent generate relevant tasks

Easily assign tasks to the Project Manager

agent to complete on behalf of your team
Task assignment and completion
Assign tasks to the Project Manager agent
and review the progress end-to-end

Receive notifications when additional input

is needed to complete a task

Review the tasks completed and revise

content as needed
Content creation
Review content generated by the Project
Manager agent

Coauthor with your team and provide

feedback via comments

The Project Manager agent will continue

to revise content based on your team’s
feedback until the final output is
produced
Task conversion from Microsoft Whiteboard
Use Whiteboard to brainstorm and
collaborate with team members

Jot down ideas and tasks on sticky notes;

sticky notes will be converted to tasks in
Planner while the Project Manager agent
updates the plan in real time
Project Manager agent in Planner demo

Due to size restrictions this is a place holder only. This

video is available in our booth’s video tab.
Take your next step
Read the announcement blog post:
aka.ms/AgentsinM365

Watch the Ignite session:

aka.ms/IgniteBRK285

Visit the adoption page:

aka.ms/AdoptM365Agents

Get started quickly with these support articles

about Project Manager agent (public preview):
Access Project Manager
Create a plan from scratch with Project Manager
Use templates to get started with Project Manager
Execute tasks with Project Manager
Add resources as context for Project Manager
Project Manager and Microsoft Loop
Frequently asked questions about Project Manager
Enterprise work management
Portfolios in Planner
Manage multiple plans together in one single view
Group related premium plans, including plans you
have created and those that have been shared with
you, to simplify complex plan oversight

View your portfolio of plans and tasks as a timeline

Easily add the associated tasks from your portfolio
of plans and track them together visually in the
Roadmap view

Invite members to collaborate on your portfolio

Share your portfolio with team members, either by
creating a new Microsoft 365 group or selecting an
existing Microsoft 365 group*

*Please note, adding a member to the portfolio does not give the user access to the plan(s) included in
the portfolio, but rather enables them to see the portfolio-level aggregations.
Portfolios in Planner demo
Baselines in Planner
Create a reference point for your plan
Capture your original plan with a baseline; then,
refer to the baseline to determine whether the
project is on track

Track start, effort, and duration variances

Get a comprehensive view of how your project is
progressing compared to the original plan and
identify and address discrepancies early on

Bring key plan insights into focus

Quickly identify if tasks along the critical path are
experiencing delays and get a clear view of tasks
that are overdue or due soon

Compare all tasks

Highlight the finish variance on a per-task level
Work management on the Microsoft platform

Collaborative work management Enterprise work management

Planner in Microsoft Teams Planner Accelerator

Microsoft Dataverse
Extend and customize
with Power Apps Drive real results with less code

Integrate Power Apps with Planner to create and

assign tasks to users within the organization

Add logic to automatically assign Planner tasks

or provide notifications for issue tasks
50% 206%
reduction in app ROI on premium Power
development time with Apps over three years¹
Customize your tasks, plans, and projects by Power Apps¹
creating custom fields and tables

Get started fast with helpful templates, such as the

Issue Reporting template for Microsoft Teams

Receive guidance from Microsoft guided learning

<6 months payback time¹

Store and manage your business data easily

1Forrester.”The Total Economic Impact Of Microsoft Power Apps.”
A study commissioned by Microsoft, July 2024.

*Requires the ability to create apps within Microsoft Teams, available as part of select Microsoft 365
subscriptions. Professional coding experience not required.
Safeguard your data
with Microsoft Purview
Secure and govern your entire data estate
Help keep your organization’s data safe with a range of solutions
for unified data security, data governance, and risk and compliance
management, including:

• Audit • Data Loss Prevention

• Adaptive Protection • eDiscovery

• Communication Compliance • Information Protection

• Compliance Manager • Insider Risk Management

• Data Lifecycle Management • Unified Data Governance

Planner for frontline workers
Licensing and feature comparison
Choose the plan that’s right for your business
Microsoft Planner Planner Plan 1 Planner and Project Plan 3 Planner and Project Plan 5

Planner in Microsoft 365 includes: Planner Plan 1 includes: Includes everything in Planner Plan 1, Includes everything in Planner and
plus: Project Plan 3, plus:
• Real-time collaboration, • Creation and management of
commenting, and sharing using the content-rich tasks with features • Microsoft 365 Copilot in Planner • Advanced portfolio management
Planner app in Microsoft Teams or including files, checklists, and labels (preview)²
• Enterprise resource management
the Planner web app
• Project goals • Task history and allocation
• Creation and management of
• Backlogs and sprints • Roadmaps
content-rich tasks with features
including files, checklists, and labels • Premium plan templates • Baselines and critical path

• Tasks organized by My Day, My • Ability to build reports and • Resources requesting capabilities
Tasks, and Assigned to me dashboards¹
• Program management
• Basic plan templates • Grid, Board, Timeline (Gantt), and
• Portfolios in Planner
Charts views
• Ability to view reports and • Project financials, budgeting, and
dashboards2 • Task dependencies
costing
• Grid, Board, Schedule, and Charts • Customization and integration
• Advanced dependencies with lead
views • Security, compliance, data privacy, and lag
• Ability to view task dependencies¹ accessibility, and Microsoft 365
• Project Online desktop client
customer support
• Security, compliance, data privacy, • Project Online
accessibility, and Microsoft 365
customer support

1. May require a Power BI license. 2. While final pricing for Microsoft 365 Copilot in Planner has not been announced, users with a Planner and Project Plan 3 or Planner and Project Plan 5 license will be able to preview Copilot in Planner capabilities
once it is rolled out to their organization.
 Compare options Planner in Microsoft 365 Planner Plan 1 Planner & Project Plan 3 Planner & Project Plan 5

 = Included

Team members Create and edit tasks1    

My Day, My Tasks, My Plans1    
Microsoft 365 Groups1    
Microsoft Teams integration1    

Team leaders Grid, Board, and Charts view1    

Dependencies   
Timeline (Gantt) view   
Backlogs and sprints   
People management   
Project goals   
Copilot in Planner (Preview)²  
Critical path, advanced dependencies, lead and lag (baselines)  
Assignments view  
Roadmaps  
Portfolios in Planner  

PMO Reporting, analytics, and dashboards View³ Create and view³ Create and view³ Create and view³
Enterprise task custom fields 
Demand, program, and portfolio management 
Enterprise Resource Management 

Platform Customization and integration View   

1. Available in basic and premium plans for all SKUs shown. 2. Users with a Planner and Project Plan 3 or Planner and Project Plan 5 license will be able to preview Copilot in Planner capabilities once it is rolled out to their organization. 3. Reporting on
Planner premium plans using Power BI requires a Power BI license.
Planner roadmap
Planner roadmap
Planner features Basic plans Premium plans Platform

Launched • Resize columns in Grid view • Labels in grid view • Portfolio capabilities in Planner • eDiscovery support for Planner
• Recommended plans • Add premium capabilities to basic • Open and edit premium plans • New Planner app for Microsoft
plans (Project for the web projects) in Teams in GCC
• Create personal plans in Planner
Planner
• Rosters supporting container
• Auto population of due tasks in My
• Create personal plans in Planner sensitivity labels
Day
• Baseline with Project level variance • View your Planner plans and
• Manage all your tasks in My Tasks
Microsoft To Do lists on the
• Copilot in Planner (preview)
• Access all your plans, projects and Microsoft 365 homepage
to do lists in My Plans • Lead-lag in task dependencies
• Project for the web and Roadmap
• New Planner app in Microsoft • New out-of-the-box templates for GCCH
Teams
• Baseline with task-level variance
• Assigned to Me view for Project
tasks
• New Planner for the web
• Unified Planner tab experience in
Microsoft Teams

In development • Smart backgrounds for basic • Status report emails with • Increased number of tasks and
plans Project Manager agent dependencies per premium
plan in Planner – 3000 tasks,
• Board view in My Tasks
2000 dependencies
Next steps
Take your next step
Read our announcement about the new Microsoft Planner:
aka.ms/thenewplanner

Read our announcement about Copilot in Planner:

aka.ms/copilotinplanner

Watch the recording of our September event and AMA:

aka.ms/newplannerAMA

Explore product demos on the Microsoft 365 channel:

aka.ms/plannerdemovideos

Stay up to date on the latest feature releases:

aka.ms/plannertechcommunityblog

See what’s coming soon to Planner:

aka.ms/plannerroadmap

Access adoption resources, FAQs, and more:

aka.ms/plannerupdates

Try Planner premium capabilities via a free one-month trial:

aka.ms/plannerpremiumtrial
Appendix
Meet the Project Manager agent

Planner experience

Multi-agent Runtime Service Agent pool

Memory and grounding

Understands the context of the group and public web

All agents sandboxed within Multi-agent Runtime Service (M.A.R.S.)

Provides more accurate, multimodal output

 How Project Manager agent works

Agent role and capability

Goal creation in Planner Task breakdown Task breakdown
repository

Goal to task planning with Plan and task history

Agent runtime
Project Manager agent storage

Goal to task planning with

Common agent interface wrapper
Project Manager agent

Project Manager Content Creation Critique and RAI and Content

agent agent Review agent Safety agent
Project Manager home
Get started quickly

Create tasks from goals

Assign tasks to Project Manager

Receive at-a-glance updates

Project Manager Board view
Drag and drop tasks to assign them to
Project Manager

View progress and sort tasks by selecting

Group by Project Manager
Project Manager and Whiteboard
Brainstorm with colleagues directly in
Planner

Turn your ideas and sticky notes into

tasks

Leverage Microsoft 365 Copilot for

additional assistance
Project Manager Loop pages
View Project Manager output

Provide feedback to Project Manager

either inline or by using comments
Project Online support
We will continue to support Project Online,
Project Server, and the Project Online
desktop client

Currently, there is no defined end of life

date for Project Online

Customers will need to migrate SharePoint

workflows

We are investigating providing some new

Power Automate workflows, but likely not
a direct replacement or migration
Upcoming SharePoint/Project Online deprecations

SharePoint 2013 SharePoint Azure ACS SharePoint

Parameter workflow Designer Add-ins
NDA until NDA until
EOS announcement date April 2023 In extended period
November 27, 2023 November 27, 2023

November 2024
EOS for new customers April 2024 No new customers November 2024
(no extension)

EOS for existing customers April 2026 July 2026 April 2026 April 2026 (no extension)

Microsoft Entra ID-based SharePoint Framework

Alternative recommendation Power Automate Power Automate
authentication (SPFx)

Tool for creating and Only extensibility Only extensibility

Impact on Project Online OOB and extensibility
editing workflows scenarios impacted scenarios impacted

Project 2016 and Project 2019 will reach end of support on October 14, 2025.
Architecture
Microsoft Project platform: Tools and services

Project Online Project Online Project for the web

Planner
desktop client
Project
Desktop client Web application Project
Planner Accelerator

Project home
Project roadmap
Custom reporting
Third-party apps
Project Server Data in SharePoint Data in Dataverse
 Microsoft Planner architecture
Copilot in Planner

Planner in Microsoft Teams Planner for the web Project for the web

Planner store and Premium plan store

service (Dataverse)
Loop Upgrade basic plans Power BI
to premium plans

Copilot grounding
SCD
Purview Accelerator

Semantic index
 Planner, Project for the web and Power Platform

Planner in Teams Planner for the web Project for the web

Create, read, update Read, update

Create, read, update Read, update

Default environment Named environment 1 Named environment 2

Accelerator Dataverse Accelerator 1 Dataverse 1 Accelerator 2 Dataverse 2

Presidio builds a unified solution on Microsoft Project
for the web to streamline its project management

“Now that we have a unified system with Project for the web, project managers have one
place to manage their projects. It enables project managers to spend time focusing on the
client outcomes instead of juggling disparate project management artifacts.”
— Paul Scheiman, Vice President of Program and Project Management, Presidio

Customer overview

Situation Solution
Presidio has more than 150 project managers
Looking to create a central platform to
Impact
on staff guiding thousands of projects for
enable to delivery of client outcomes This tool gives project managers
multiple clients. The management team
efficiently, the Presidio team built the an easy way to drive projects and provides
worked with a patchwork of processes and
Presidio Project Portal on top of Microsoft a central location for all relevant data,
tools, which made collaboration difficult and
Project for the web with Power Apps, Power improving visibility and collaboration.
reduced visibility into the status of the
BI, and Microsoft Teams integration.
company’s projects.

Read the full Presidio customer story.

Muckleshoot Casino Resort wins big with improved
visibility and collaboration from Project for the web

“We’re in a highly collaborative environment with small teams, and the work we do is high
volume and high impact. Microsoft Project for the web and its integrations are really
complementary to how we work.”
— Jack Quan, IT Process and Governance Manager, Muckleshoot Casino Resort

Customer overview

Situation Solution Impact

Despite its many ongoing projects, the Muckleshoot Casino Resort adopted With Project for the web, the casino has
Muckleshoot Casino Resort didn’t have a Microsoft Online desktop but found it too created a single, user-friendly project
dedicated project management team or tools, complicated for its needs. Working with management interface, improved visibility
hindering its ability to accurately prioritize and Sensei Project Solutions, a Microsoft Partner, across projects, and boosted employee
resource important initiatives. the casino implemented Project for the web. collaboration and communication.

Read the full Muckleshoot Casino Resort customer story.