This article describes the steps of linking projects from Planner to the PPM Express program.
In this scenario, we consider that you are importing or linking projects from Planner to PPM Express for the first time.
Please note: Linking on the Program level can be used for quick navigation to the external system plan. No data will be synchronized to the PPM Express program when the plan and the program are linked.
To link Planner plan to PPM Express program perform the following:
1. Open the PPM Express program that you would like to link to the Planner plan and press the Link Project button.
2. On the 'Link to Project' tab select the Planner Plan option.
3. Open the Connection drop-down and select the Grant Permissions option. Once the permissions are granted select the Add new connection option.
4. As the connection is added, you can link the PPM Express program to the Planner plan.
To link the PPM Express program to the Planner plan, open the Select plan drop-down, and select the required plan from the list.
Press the Link Plan button to link the selected plan to the PPM Express program.
If you can't find your plan, click on the 'Try to select plan's Office 365 group' button.
In this case, an additional field 'Group' will be added and you can select the required group.
This functionality can be useful for cases when the user that is linking the plan is a member of the selected plan in Planner but has not opened this plan yet.
You can now navigate to the Planner plan from the PPM Express program directly.