Planner Field GuideChapter 06 · Run the projectLesson 31 / 31

Lesson 31 · Run the project

Export or share the plan

Fig 31.1Recording, 17 s. The plan menu’s export options, and the Share dialog closed without changes.
Click to play full size

Procedure · Plan menu · Share

01Open the ⌄ menu next to the plan name. It has Export to Excel, Export Timeline to PDF, Copy plan, Copy link to plan and Plan details.

02Share, top right, opens Invite members. That creates a Microsoft 365 group, or adds the plan to one you already have.

CautionGroups are one-way

Creating a group can’t be undone, and it changes who owns the plan. In the clip I close the dialog without creating anything. If you just want to show someone progress, export the Timeline to PDF.

31Chapter 06 · Run the project

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