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Project Story for Planner Premium Setup

Project Story for Planner Premium provides a centralized, report-driven view of Planner plans. It allows users to browse environments and plans they have access to and generate visual project reports.

This article explains how Project Story works, what users can see and do, and how access, roles, and report generation are handled.


Project Story is accessed through a dedicated web URL via a browser. Support for opening it directly from Teams is planned for future releases. 

From this entry point, users can:

  • Sign in using a Microsoft 365 account and select the Planner Premium environment
  • View available Planner Premium plans
  • Generate and view project reports
  • Invite colleagues
  • Manage report generation usage

Authentication is performed using Microsoft accounts (Microsoft 365) associated with Planner Premium.

When adding a connection for the first time, Microsoft 365 tenant Global Administrator consent is required to grant the Project Story app permissions to access Microsoft 365. Admin Consent should be granted to Project Story only once. When the consent is granted by Global Admin, any other account from the same Microsoft 365 tenant can log in to Project Story. 

For step-by-step instructions on granting consent, see the following article: "Need admin approval" message while connecting to Planner Premium.

After signing in, select an environment. All environments the Microsoft 365 account has access to will appear under Planner Premium Environments.

After selecting the environment, click Continue

If you want to use Project Story with multiple Planner Premium environments, there is no need to add them manually.

All Planner Premium environments that your account has access to are automatically available in the environment selection dropdown in Project Story.

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