Planner Premium

Question

Planner Premium

Jardine, Anna 0

Hi

I have Premium Planner, but I don't seem to be able to copy or duplicate a plan which makes it a little frustrating if you have repeating projects?

Is there a reason why this functionality has been removed?

[Moderator note: Personally Identifiable Information removed]

I also can't get Power Automate to connect with premium planner - again is this considered an improvement?

Dale Howard [MVP] 29,860 Reputation points MVP Volunteer Moderator

2026-05-14T18:41:34.3333333+00:00
Anna --

Here is what you can do:

Create the project that you want to serve as a template and include the word "Template" in the project name.

"Pin" the template to the sidepane on the left side of the screen so that the template appears in the Pinned section of the sidepane.

Only pin templates in the sidepane and not regular projects.

When you want to create a new project from a template, click the appropriate pinned template to open that project for editing.

Click the pick list arrow button in the name at the top of the project and select the Copy Plan item in the menu. Planner will make a copy of the open project.

In the name at the top of the copied project, click the pick list arrow button and select the Plan Details item.

In the Details sidepane that opens on the right side of the screen, rename the project to its correct name, enter the Start date for the project, and then close the Details sidepane.

Hope this helps.

2 answers

Your answer

Dale Howard [MVP] 29,860 Reputation points MVP Volunteer Moderator

2026-05-14T18:41:34.3333333+00:00

Anna --

Here is what you can do:

Create the project that you want to serve as a template and include the word "Template" in the project name.

"Pin" the template to the sidepane on the left side of the screen so that the template appears in the Pinned section of the sidepane.

Only pin templates in the sidepane and not regular projects.

When you want to create a new project from a template, click the appropriate pinned template to open that project for editing.

Click the pick list arrow button in the name at the top of the project and select the Copy Plan item in the menu. Planner will make a copy of the open project.

In the name at the top of the copied project, click the pick list arrow button and select the Plan Details item.

In the Details sidepane that opens on the right side of the screen, rename the project to its correct name, enter the Start date for the project, and then close the Details sidepane.

Hope this helps.

Answer 1

Hi @Jardine, Anna,

I hope you are doing well.

Thank you for reaching out and sharing your experience regarding Planner with Premium plans. After my research, I found that copying a plan is not supported if the plan was created without a group.

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That said, when you create a new plan via your Planner, you need to add a group to have the option to copy. In this case, I was able to reproduce the behavior by creating 2 plans:

One plan with no group added
One plan with a group added

For the plan with no group added there is no “Copy plan” option.

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For the plan with "a group added", you will see the “Copy plan” option appear as shown in the image.

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For more information, please refer to this official document from Microsoft: Copy a plan | Microsoft Support

Regarding the issue with Power Automate, currently, Planner connectors in Microsoft Power Automate only supports basic plans only. This is by design rather than a misconfiguration.

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For reference Planner - Connectors | Microsoft Learn

I completely understand that this creates a gap for teams using Planner Premium as a template for recurring or repeatable projects. While this is currently expected behavior, I strongly recommend submitting feedback directly to Microsoft via the Feedback Portal so the Planner product team can review and prioritize this request in future updates.

User's image

Sharing your experience through this channel is the most impactful way to advocate for a change that would benefit you and other users.

Note: As community moderators, we kindly ask for your understanding that our access to internal development details is limited. Our primary role is to guide users toward the appropriate resources and support channels. While we may not have influence product design decisions and have limited access to internal development details , we’ll continue doing our best to support you within the scope of our responsibilities.

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Jardine, Anna 0 Reputation points

2026-05-14T08:07:43.95+00:00

Hi

But my plan was created in a group - and the option is not there. I actually had a look on Youtube and copying plans appears to be something that you can do. However my plan was created in a group. I even a created a new teams channel for a new plan and added the new plan to the group and the option to copy was still unavailable?

In fact from the screenshot (which I shouldn't have sent) you can see the channel next to the plan name?
Jardine, Anna 0 Reputation points

2026-05-14T08:49:34.1033333+00:00

Ok so I seem to have got to the bottom of this. If you use a template the option to copy the plan isn't there. If you create a plan from scratch then the option is there. I would suggest that this is a bug and it should be fixed.
Jay Tr 12,095 Reputation points Microsoft External Staff Moderator

2026-05-14T20:28:55.4166667+00:00

Hi @Jardine, Anna,

Thank you for your response. I have tested and found that even when I create a plan using a template, I can also copy the plan, not only when creating the plan from scratch. Since you were able to copy plan in the newly created one. I suggest using that plan as a template and copy that when you need to create a new one.

Should you have any further questions or need additional assistance, please feel free to reach out and let me know. I'll be happy to help.

Wishing you a great day ahead.
Jay Tr 12,095 Reputation points Microsoft External Staff Moderator

2026-05-15T21:53:08.9166667+00:00

Hi @Jardine, Anna,

I hope everything is going well on your end.

I’m following up on the support thread we've been working through together. I wanted to check in and see if the information I shared in my previous answer helped resolve the issue you were experiencing.

If you're still experiencing any issues or have further questions, please feel free to reach out at any time. I’m always happy to help if you need anything else.

I want to ensure everything is functioning smoothly and that your experience remains seamless.

Thank you again for your collaboration throughout the troubleshooting process.

I look forward to hearing from you soon.

Warm regards,

Answer 2

In Planner premium plans, copying or moving entire plans is currently not supported. Copying and moving is limited to individual tasks, and even then, copying or moving tasks to or from premium plans is explicitly not supported.

From the documented behavior:

Copying/moving tasks works only for basic plans.
“Copying or moving tasks to/from premium plans is not yet supported.”
There is no documented feature to duplicate a whole premium plan.

This is why the expected “copy plan” or “duplicate plan” behavior is not available for premium plans and why it appears that functionality has been removed or is missing for recurring projects.

Regarding Power Automate, the provided context does not document support for connecting Power Automate specifically to premium Planner plans, nor any change that would enable full parity with basic plans. The available guidance instead points out current limitations around copying/moving content to/from premium plans, which aligns with the issues being seen.

For now, recurring or template-like usage of premium plans must be handled manually (recreating structure) or via custom solutions (for example, scripts using Microsoft Graph, as mentioned in community discussions), since there is no built-in, supported way to fully copy or duplicate premium plans.

References:

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