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iPlanner reporting tool for Office 365 Planner

iGlobe
Create reports & charts in Excel to manage tasks from your O365 Planner & Teams

iPlanner Excel Add-in for Office 365 Planner and Planner in Microsoft Teams is a part of the Office 365 Business Collection offered by iGlobe.

Excel iPlanner Excel, is a subscription based Add-in. When you have activated this Add-in you will automatically get a 30 days’ trial for 2 users. After the trial period, you must contact iGlobe to get a valid license. Please send an e-mail to info@iglobecrm.com

Office 365 Planner offers people a simple and highly visual way to organize teamwork. Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you’re working on, and get updates on progress.

iGlobe present iPlanner Excel Add-in. You will now be able to manage your resources with a GANTT chart, not only for one Plan but across plans. Create any chart you need to manage projects, resources or workload etc.

The Excel iPlanner Add-in will present you with a list of the Plans you have access to. Simply select a Plan of your choice and select the desired filter. If you just want to get all tasks, just press “Publish”. All the tasks will now be populated into Excel.

If you are using Office 2016 you will be able to add a chart directly from the Add-in. Simply press the "Chart". Notice this function is not supported using Office 2013.

Excel iPlanner Add-in follow the security requirements set by Microsoft for Office 365. An Office 365 Administrator must therefore be the first to authorize and give the organization proper consent. The Add-in administrator will automatically become the add-in administrator and the person that will manage the user access.

When the administrator has added you to the user list you will be ready to go!

NOTICE! This add-in is compatible with IE11 and upper version. Latest version of Chrome & Firefox.

Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
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