Disable the conversion of basic plans by users into premium plans

Overview

In the Planner app, there are basic plans and premium plans (formerly projects in Project for the web, which are backed by Dataverse). Premium users can now add advanced features (Timeline view, dependencies, subtasks, etc.) to their plans by converting basic plans into premium plans that support those features. The entire team can continue to work on the plan while premium users can utilize the advanced features.

Review the following for more relevant information:

• Differences between basic and premium plans, see Comparing Basic vs Premium Plans
• Converting basic plans into premium plans
• How premium plans work and are stored, see Project architecture overview

Prerequisites for making Planner changes in Windows PowerShell

Follow the steps in Prerequisites for making Planner changes in Windows PowerShell to make Planner changes in Windows PowerShell.

Changing the ability for end users to convert basic plans into premium plans

1. Open PowerShell and run the following command to disable the conversion of basic plans to premium plan by users (it's enabled by default):

   Set-PlannerConfiguration -AllowDataFlowToDataverse $false
   

   If you changed your mind and would like to allow users to convert basic plans into premium plans, run the following command:

   Set-PlannerConfiguration -AllowDataFlowToDataverse $true
   

   Note

   You'll need to sign in using your Microsoft Entra credentials and use a local PowerShell window (not Azure Cloud Shell).

2. To verify your settings, in PowerShell, run:

   Get-PlannerConfiguration
   

   The AllowDataFlowToDataverse value returned by this command indicates whether users can convert basic plans.