In relation to Microsoft Project for the Web changes, this knowledge article steps you though how to recreate roadmaps within Planner.
1. Open Microsoft Planner
- Open a web browser (Chrome, Edge, Firefox, etc.).
- Enter the address: https://planner.cloud.microsoft
- Press Enter.
- Log in with your organizational account if prompted.
- Access "My Portfolios on the left-hand navigation menu, locate and click on My Portfolios.
- If you don’t see this option, ensure you have the correct permissions or contact your administrator.
2. Create a New Portfolio
- Click the New Portfolio button, typically found at the top right or center of the page.
- A pop-up window will appear asking for a Portfolio Name.
- Enter a clear, descriptive name (e.g., “Q3 Product Launch Roadmap”).
- (Optional) Choose to add the portfolio to a group (such as a Microsoft Teams group) if your organization works collaboratively.
- Click Create to proceed.
3. Add required plans
- Inside your new portfolio, look for the Add Plan or + Add button.
- Click to open a list of available plans.
- Select the required plan from the list. Only plans within the same environment will appear.
- Click Add to attach it to your portfolio.
- Repeat this process for every plan you need included in the roadmap.
4. Access and Use the Roadmap Feature
- After all required plans are added, find and click the roadmap tab or button within the portfolio interface.
- The roadmap view will display all the plans, allowing you to track progress and timelines in a consolidated view.