Project and Planner Reporting Dashboard - Centralized View

One dashboard for Microsoft Planner and Microsoft Project data

Target Audience: Project managers, PMO teams, team leads, and business decision-makers who use both Planner and Project and need one clear picture of project health — without combining data from two tools by hand.

The Problem: Planner and Project don't share data with each other by default. Task details created in Planner don't automatically appear in Project timelines, and there's no built-in way to view both side by side. Most teams end up exporting each tool separately and building status reports manually in Excel — a process that eats hours every week and is outdated the moment it's sent.

The Solution: This free Power BI template app combines Planner and Project data into one always-current reporting dashboard. Connect your data and get a live view of project status, task progress, and resource utilization — no manual reporting, no middleware, no custom development.

Key Capabilities:

• Unified Planner + Project View – See both data sources together instead of switching tools or exporting to Excel.
• Project Management Dashboard – Track project status, completion rate, average duration, and department-wise progress at a glance.
• Task Tracking Across Tools – Spot overdue, in-progress, and completed tasks from both Planner and Project in one place.
• Resource Utilization Report – See workload distribution, productivity %, and top contributors across your portfolio.
• PMO Reporting Dashboard – Built for teams managing multiple projects, with drill-down by department, project, or resource.
• Delay & Bottleneck Detection – Surface at-risk projects and overdue work before deadlines slip, not after.
• Gantt & Timeline Views – Visualize schedules and task timelines without opening Project or Planner directly.
• Fully Customizable Template – Editable Power BI report that scales from one team to a full portfolio.

Benefits:

• Save hours each week previously spent building manual status reports in Excel
• One source of truth for teams split across Planner and Project
• Catch delays and resourcing issues early, before they affect delivery
• Give PMO teams and leadership real project visibility with no extra licenses or tools
• Free to install — no cost to start seeing your combined data

Prerequisites:

• Power BI Desktop or Power BI Service (Pro License Recommended)
• Access to SharePoint (for Planner and Project list storage)
• Planner Plan 3 or above
• Administrator access to Project Web App (PWA)

Ready to stop switching between tools to track your projects? Contact Addend Analytics for a personalized Planner and Project reporting dashboard tailored to your organization's needs. kamal.sharma@addendanalytics.com