Merge pull request #946 from MicrosoftDocs/main

Publish main to live, 12/02/24, 3:30 PM PT

Planner/planner-for-admins.md

@@ -13,7 +13,7 @@ ms.localizationpriority: high
 ms.collection: essentials-manage
 search.appverid:
 - MET150
-description: "This article shares information on how admins can control and manage access to Planner, as well as answers to some other frequently asked questions about the management of Planner."
+description: "This article shares information on how admins can control and manage access to Planner, and answers to some other frequently asked questions about the management of Planner."
 ---
 
 # Microsoft Planner for admins
@@ -23,74 +23,19 @@ description: "This article shares information on how admins can control and mana
 > This article applies to:
 >
 > - Basic plans in the Planner app in Teams
+> - Premium plans in the Planner app in Teams
 > - All plans in other Planner endpoints (including Planner web, Planner mobile, and Planner connectors)
 >
-> It doesn't apply to To Do lists or premium plans in the Planner app in Teams. [Learn more about the Planner app in Teams](/microsoftteams/manage-planner-app)
+> It doesn't apply to To Do lists or Project Manager plans in the Planner app in Teams. [Learn more about the Planner app in Teams](/microsoftteams/manage-planner-app).
 
-## How do I turn off Planner for my organization?
+The new Microsoft Planner is a single, unified work management experience. It brings together the simplicity of Microsoft To Do, the collaboration of Planner, and power of Microsoft Project, and the intelligence of Microsoft 365 Copilot into a single, simple solution that spans from individual task management to enterprise and professional project management.
 
-When Microsoft Planner is included in your subscription, it's automatically turned on for everyone in your organization. If you want to control which people in your organization have licenses for Planner, for example, if your organization isn't ready to begin using Planner, you can remove or assign Planner licenses by using Office 365 PowerShell.
+## Explore how Microsoft Planner can help your organization stay on track and drive toward delivery
 
-To control which users have Planner licenses, follow the instructions in [How to use Office 365 PowerShell to manage Microsoft Planner licenses](/office365/troubleshoot/licensing/how-to-use-office-365-powershell-to-manage-microsoft-planner-licenses). When running the scripts in Office 365 PowerShell, the DisabledPlans value for Microsoft Planner is PROJECTWORKMANAGEMENT.
-
-
-To turn off Planner for your organization, see [How to turn off Planner for your organization](disable-planner.md)
-
-To turn off just the Planner Loop component, see [How to turn off the Planner component for your organization](disable-planner-component.md).
-
-> [!NOTE]
-> Removing a user's Planner license only prevents them from navigating to Planner using the Planner tile. Users in your organization without licenses to Planner can still create and modify plans at the direct Planner URL: planner.</span>cloud.</span>microsoft. You can remove users' ability to create plans at planner.cloud.microsoft (see [How do I manage who can create a plan?](#how-do-i-manage-who-can-create-a-plan)), but you can't remove their ability to see and modify existing plans at planner.</span>cloud.</span>microsoft at this time.
-
-## How do I manage who can create a plan?
-
-Every time a person in your organization creates a plan in Planner, the plan's list of members automatically form a [Microsoft 365 group](https://support.office.com/en-us/article/learn-about-microsoft-365-groups-b565caa1-5c40-40ef-9915-60fdb2d97fa2). So to control who creates a plan, you need to control who can create Microsoft 365 Groups.
-
-Admins can control who can create a Group by using Azure AD PowerShell. Follow the instructions in [Control who can create Microsoft 365 Groups](https://support.office.com/en-us/article/control-who-can-create-office-365-groups-4c46c8cb-17d0-44b5-9776-005fced8e618) to:
-
-1. Disable Group creation for all users in your organization.
-2. Allow specific users to create groups (for example, all Planner users) while group creation is disabled.
-
-> [!IMPORTANT]
->
-> - Disabling group creation for your organization will affect users of other Microsoft services that need group creation, such as Exchange Online. Make sure to account for all people in your organization that need the ability to create groups when you configure this setting.
-> - Controlling who can create Microsoft 365 Groups only prevents users from creating new plans. They will still be able to see and modify existing plans at planner.</span>cloud.</span>microsoft.
-
-## How do I change the domain that Planner email notifications come from?
-
-If you are interested in having your notification emails come from a custom email domain, follow the steps described in [Multi-domain support for Microsoft 365 Groups - Admin help](https://support.office.com/article/multidomain-support-for-office-365-groups--admin-help-7cf5655d-e523-4bc3-a93b-3ccebf44a01a).
-
-## Can people outside of my organization get invited to participate in a plan?
-
-Yes. Guest access allows you to invite people who aren't part of your Microsoft 365 organization to participate in a plan. Guest users will have limited functionality, but can perform the following tasks:
-
-- Create and delete tasks and buckets
-- Edit task fields
-- Attach a file or link to a task, if given additional permission
-- Edit the plan name
-
-For more information, see [Guest access in Microsoft Planner](https://support.office.com/article/guest-access-in-microsoft-planner-cc5d7f96-dced-4da4-ab62-08c72d9759c6).
-
-## Can people in my organization use Planner if they don't have an Exchange Online mailbox?
-
-- If you are using Microsoft Planner in a hybrid environment in which your users may have Exchange Online or on-premises mailboxes, note that:
-- Planner has full functionality when your user has a product license that includes Exchange Online. Planner users without Exchange Online may have issues with viewing or adding comments to a task.
-
-## How do I make sure all my users can get emails for Planner?
-
-In Planner, users can choose to receive emails when tasks are assigned to them or when tasks are due soon or late (see [Choose whether to have email sent directly to you](https://support.office.com/article/stay-on-top-of-tasks-and-plans-with-email-and-notifications-cce223d6-b0ae-43cf-a080-266e2414a859#bkmk_choosewhethertohaveemailsenttoyou_1_1_1_1_1)). However, email will only be sent to users who have a product license that includes Exchange Online. Users at organizations using on-premises Exchange Server or hybrid configurations may not receive all Planner emails.
-
-## How do I turn off Outlook calendar sync in Planner for my organization?
-
-Outlook calendar sync in Microsoft Planner allows users to view their Planner schedule in Outlook. This feature is turned on automatically in Planner. If you want to turn this off for your organization, follow the steps in [Turn off Outlook calendar sync in Planner for your organization](turn-off-outlook-calendar-sync.md).
-
-## How do I turn off the Planner Loop component for my organization?
-
-The Planner component allows users to view and edit Planner plans as a Loop component in the Loop app and in Microsoft apps that support Loop, for example, in Outlook and Teams. To turn off the component for your organization, follow the steps in [How to turn off the Planner component for your organization](disable-planner-component.md).
-
-See [Use the Planner component in Loop](https://support.microsoft.com/office/use-the-planner-component-in-loop-545e967a-7c69-4e9a-9458-dfabdcf1d752) for details on how the component can be used.
-
-> [!NOTE]
-> The Planner component is a new feature that may not yet be available in all Microsoft apps that support Loop.
+- **Simple**: Manage your tasks, to do lists, plans, and projects across Microsoft 365 apps in a single, familiar experience.
+- **Scalable**: Create extensible project plans that scale effortlessly with powerful scheduling and resourcing tools.
+- **Flexible**: Co-create and collaborate on plans with your team and choose from various templates, views, and features.
+- **Intelligent**: Plan set goals, and stay informed with Copilot, leveraging AI to provide insights and streamline workflows.
 
 ## How do I install or activate Planner for my organization?
 
@@ -105,22 +50,35 @@ Planner comes with these subscriptions:
 
 For more on these subscriptions, see [business plans](https://www.microsoft.com/microsoft-365/business), [enterprise plans](https://www.microsoft.com/microsoft-365/business/compare-more-office-365-for-business-plans), or [education plans](https://www.microsoft.com/microsoft-365/academic/compare-office-365-education-plans). If your current subscription doesn't include Planner, the only way to get Planner is to switch to a subscription that does.
 
-## Can I see who is already using Planner, or see a list of all the Planner sites?
+## What do my users have access to as a Microsoft Planner user?
+
+Users with a Microsoft 365 license have access to a rich set of capabilities for individual and team work management. These include the ability to create and edit tasks and plans, see a full list of assigned tasks within My Tasks, various plan views (for example, Grid, Board, Schedule, and Charts), My Day, and more.
+
+Planner in Microsoft 365 users can create basic plans and have access to four unique views: Grid, Board, Schedule, and Charts. A [Project Plan 1](https://www.microsoft.com/microsoft-365/planner/project-plan-1) is required to create premium plans and access additional views, such as Timeline, People, and Goals. If you have a Planner and Project Plan 3 or Planner and Project Plan 5 license, then you have access to the advanced capabilities with premium plans in Planner. Advanced features include report creation, Timeline (Gantt) view, dependencies, sprints, custom fields, team workload, and managing goals. For more information, see [Advanced capabilities with premium plans in Planner](https://support.microsoft.com/en-us/office/advanced-capabilities-with-premium-plans-in-planner-6cdba2aa-da06-4e08-be4c-baaa4fda17ba).
+
+Project for the web users can access premium capabilities in both Planner in Teams and Planner for the web once it's available for your organization.
+
+## What changes should current users of Planner for the web, Project for the web, and the Project Power App expect to see?
+
+In April 2024, the Tasks by Planner and To Do app was renamed Planner. This app received the new Planner experience—bringing together your work across plans, projects, and to-do lists. Additional updates that are coming soon:
+**Planner for the web users:**
+
+- The new Planner for the web will start rolling out in Fall 2024, ensuring that experiences are aligned across the web version of Planner and the new Planner in Teams.
+
+**Project for the web users:**
 
-You can see a list of all groups in the Microsoft 365 admin center, in the Groups section, and find out more detailed information about these groups using [Microsoft 365 Reports in the admin center - Microsoft 365 Groups](https://support.office.com/article/office-365-reports-in-the-admin-center--office-365-groups-a27f1a99-3557-4f85-9560-a28e3d822a40). Every group comes with a plan, but a list of plans and active usage of plans are not included in these reports right now.
+- Project for the web remains available with no change to its existing functionality.
+- You can now view your Project for the web tasks in the new Planner in Teams.
+- Users will be able to access Project for the web capabilities in Planner once it's rolled out to their organization.
 
-## How can I apply CA policies to the Planner iOS and Android apps?
+**Project Power App users:**
 
-To apply CA policies to the Planner iOS and Android apps, please make sure that CA policies are enabled for Exchange or SharePoint within Microsoft Intune in the Azure portal. Enabling CA policy for Planner alone (without policies enabled for Exchange or SharePoint) does not apply the policies for the Planner iOS and Android apps.
+- Later in 2024, this app will be renamed Planner. Existing functionality won't change.
 
-## Where is data for the Microsoft Planner app in Microsoft Teams stored?
+## Are there any changes to the existing plan names?
 
-The Planner app in Teams gives users a way to manage their tasks and plans in one place. The storage location of Planner data depends on the service used to create the tasks, plans, and projects. 
+In April 2024, Project Plan 1 was renamed Planner Plan 1 to align with the rebrand of the new Planner in Microsoft Teams.
 
-- Tasks in Todo and Outlook are stored in Exchange.
-- Plans and their included tasks are stored in Azure.
-- Attachments on  tasks in plans and projects are stored in the SharePoint location of the group.
-- Projects and their included tasks are stored in Dataverse.
+As of September 18, 2024, Project Plan 3 and Project Plan 5 have been renamed Planner and Project Plan 3 and Planner and Project Plan 5, respectively. This simplified naming reflects the value delivered within each SKU. Note that premium capabilities are currently not available for customers in Government Cloud Communities (GCC), GCC High, and Department of Defense (DoD) tenants. Review the [Microsoft 365 roadmap](https://www.microsoft.com/microsoft-365/roadmap?filters=Planner%2CMicrosoft%20Project) for the latest updates.
 
-> [!NOTE]
-> For details about the support for advanced compliance capabilities such as eDiscovery and Auditing across these different services, refer to the documentation for Microsoft Purview.
+For additional FAQs regarding Microsoft Planner, visit [Frequently asked questions for admins about Microsoft Planner](faq-for-planner-admins.md) or [Frequently asked questions about Microsoft Planner - Microsoft Support](https://support.microsoft.com/office/frequently-asked-questions-about-microsoft-planner-d1a2d4e6-a4d7-408c-a48a-31caaa267de5).