Using Planner (Premium) to track/balance use of resources in tasks

Question

Using Planner (Premium) to track/balance use of resources in tasks

Alvarez, Fernando 0

I'm giving it a try to Planner to track tasks/resources of my team.

I was going after something as simple as identifying if I'm overloading some of my resources. It appears that planer considers 9h per day of work by default, and I'd like to be able to adjust that to 8h per day (40h a week).
I've tried Copilot to assist me. It was trying to redirect me to Project on the Web, which apparently has been phased out. It was also Copilot who recommended Planner to me for such simple necessity.

Does anyone out there how to adjust those 'more advanced' settings within Planner? Thanks!

0 comments

1 answer

Your answer

Answer 1

Sophie N 18,175 Microsoft External Staff Moderator

Dear @Alvarez, Fernando,

I completely understand how critical it is to accurately set up your team's resource capacities to prevent burnout and properly balance workloads right from the start. It can be incredibly confusing when Copilot points you toward platforms that have undergone recent changes, leaving you looking for advanced configuration settings.

To ensure I give you the exact, officially documented solution for your specific setup without overcomplicating things, I need to narrow down your environment first. Could you please clarify a couple of details for me?

Where are you creating and managing this plan? Are you using the new Planner app directly inside Microsoft Teams, or are you accessing it via Planner for the Web?
What is your role within your organization's Microsoft 365 environment? Do you have global or environment administrator privileges, or are you a standard end-user/project manager?

Once I have these quick details, I will provide the precise method to adjust your resource tracking metrics. I look forward to your reply!

Alvarez, Fernando 0 Reputation points

2026-06-06T23:34:05.07+00:00
Initially I was using Planner inside MSTeams, but now I'm also using it over the Web, after one of the wrong directions by Copilot indicated to do so. I played with Planner for the Web but didn't make any difference when it came to that necessity.

I'm an end-user
Sophie N 18,175 Reputation points Microsoft External Staff Moderator

2026-06-07T23:31:30.0966667+00:00
Dear @Alvarez, Fernando,

Thank you for the additional information, and that helps clarify the situation very well.

Since you are using Planner both inside Microsoft Teams and on the Planner web interface, and you are working as an end-user (not an administrator), this helps narrow down the likely cause. At the moment, Planner Premium does not provide a native built-in feature specifically designed to automatically track and calculate the remaining balance or consumption of reusable resources in the way you described earlier.

Because you are an end-user, some advanced customization options may also be limited depending on your organization’s Microsoft 365 configuration and licensing.

The behavior you observed between Teams and Planner for the web is expected, as both interfaces generally work with the same underlying Planner data. Switching between them usually does not change resource-tracking functionality itself.

At this point, the most practical approaches are typically:

Using custom fields/labels manually within Planner

Integrating Planner with Power Automate, Excel, or Lists for balance calculations

Using Microsoft Project or another resource-management solution for more advanced tracking scenarios

I completely understand why this limitation is frustrating, especially when Copilot guidance suggested the web version might solve it. Thank you for taking the time to test and clarify your environment so carefully.