Planner & Project Plan 5 Instructions

How to Access

Option 1: Use Planner and Project in your browser

1. Go to https://www.office.com
2. Sign in with your work account (uNID@utah.edu)
3. Open the app launcher (waffle menu) and select:
   • Planner (for task management and team collaboration)
   • Project (for project planning)

You can also access them directly:

• Planner: https://tasks.office.com
• Project: https://project.microsoft.com

Option 2: Install the Project desktop app (optional)

1. Go to https://portal.office.com/account
2. Select My Account > Apps & devices
3. Locate Project and select Install

Note: If Project is not listed, select Other install options or check https://www.microsoft365.com under your apps.

What’s Included with Plan 5

In addition to Planner and Project for the web, Project Plan 5 includes:

• Advanced project and portfolio management features
• Demand management and resource capacity planning
• Portfolio analysis and reporting capabilities
• The Project desktop app for advanced scheduling and resource management

Getting Started

• Planner is best for lightweight task tracking and team collaboration
• Project for the web supports structured planning with timelines, dependencies, and roadmaps
• Project Plan 5 adds advanced portfolio and resource management tools for larger, more complex projects
• Plans and files can be shared via OneDrive or SharePoint for collaboration