Microsoft Planner and Planner Premium

Microsoft Planner is a task and project management tool. Planner Premium is used for complex projects with dependencies.

Evergreen provides two levels of access for staff and faculty to Microsoft Planner.

• View Access: Microsoft Planner is part of our default set of M365 available apps and gives all staff and faculty that have been added to a Project view access to the project.
• Edit/Create Access: All users can create projects using Planner. Users that need to create complex projects or edit tasks within a Planner Premium project will need to request a full Planner Premium license (additional cost). Please work with the project manager to identify whether you need full edit access or if view access is sufficient.

Does your project require Microsoft Planner Premium?

To understand the best tool for task/project management see: When to use Microsoft Project, Planner, To-Do or the Tasks app in Teams. Microsoft Planner and/or Tasks is a great alternative and is part of our standard M365 license set and can be used effectively to manage many projects.

1. Is this a solo project or a team project?
   • Solo projects should make use of Microsoft Planner.
2. Are there few deliverables and dependencies, or many?
   • Projects that do not have many dependencies or deliverables should use Microsoft Planner.
3. Do you understand that you will need to purchase a Premium license for all Team members that need to update tasks assigned?
   • You can however give View access to any Evergreen community member without requiring they purchase an additional Premium license
4. Are you a member of a Microsoft Planner Premium project where you've been assigned tasks to edit/update?

If after reviewing this info it seems clear that you need Planner Premium, please submit a New Technology Request but keep in mind you will need to purchase a Premium license for all Team members that need to update tasks assigned.

Planner vs Planner Premium Capabilities

Standard User Licensing combines Microsoft Planner (Basic) and Project for Office (Plan A5). This base combination allows users to create standard task boards while granting read-only/collaborator rights to open and view premium project plans managed by higher-tier users.

Planner + Project Plan 3 expands capabilities by granting full authoring, scheduling, portfolio management, and advanced governance rights across all basic and premium environments.

Feature / Capability	Standard Users (Basic Planner + Project for Office)	Premium Users (Planner + Project Plan 3)
Basic Task Boards & Lists	Full (Create, Edit, Complete)	Full (Create, Edit, Complete)
Grid, Board, & Charts Views	Full	Full
Personal Task Aggregation (To Do / Tasks)	Full	Full
View Shared Premium Projects	Yes (Read-Only access to Gantt & Roadmaps)	Yes (Full Access)
Edit Tasks in Shared Premium Projects	Limited (Mark complete / simple updates if assigned)	Full Edit & Management Rights
Create New Premium Projects	No (Requires Plan 1/3/5 license)	Yes
Timeline (Gantt Chart) & Dependencies	View-Only	Full Creation & Editing
Custom Fields, Sprints, & Milestones	View-Only	Full Creation & Editing
Portfolio & Roadmap Creation	View-Only	Full Creation & Management
Resource Scheduling & Backlog Management	No Access	Full Access
Project Desktop Client Access	No	Included (Project Online Desktop Client)