Copy Planner plan

Summary

With this sample, you can copy an existing Planner plan to a specific group. This script will create a new plan with the same name and copy all buckets and tasks.

Following data will be copied:

• Plan name
• Buckets
• Tasks
  • Title
  • Notes
  • Progress
  • Priority
  • Start date
  • Due date

Script parameters

Parameter	Mandatory	Description
SourcePlanId	Yes	Source Planner plan to copy.
DestinationGroupId	Yes	Destination group ID to copy the plan to.

• CLI for Microsoft 365
• PnP PowerShell

Copied

# Usage example:
# .\Copy-Planner-plan.ps1 -SourcePlanId xqQg5FS2LkCp935s-FIFm2QAFkHM -DestinationGroupId 00000000-0000-0000-0000-000000000000

[CmdletBinding()]
param (
  [Parameter(Mandatory = $true, HelpMessage = "Source Planner plan to copy e.g. xqQg5FS2LkCp935s-FIFm2QAFkHM.")]
  [string]$SourcePlanId,

  [Parameter(Mandatory = $true, HelpMessage = "Destination group ID to copy the plan to e.g. 00000000-0000-0000-0000-000000000001.")]
  [guid]$DestinationGroupId
)
begin {
  Write-Host "Connecting..." -ForegroundColor Yellow   
  $m365Status = m365 status

  if ($m365Status -match "Logged Out") {
    m365 login
  }
}
process {
  Write-Host "Copying plan..." -ForegroundColor Yellow
  $ProgressActivity = "Copying Planner plan"
  Write-Progress -Activity $ProgressActivity -Status "Reading source plan data" -PercentComplete 0

  $plan = m365 planner plan get --id $SourcePlanId | ConvertFrom-Json
  $buckets = m365 planner bucket list --planId $SourcePlanId | ConvertFrom-Json
  $tasks = m365 planner task list --planId $SourcePlanId | ConvertFrom-Json

  # Buckets and tasks are fetched in reverse order
  [array]::Reverse($buckets)
  [array]::Reverse($tasks)

  Write-Progress -Activity $ProgressActivity -Status "Creating new plan at destination group" -PercentComplete 25

  $clonedPlan = m365 planner plan add --ownerGroupId $DestinationGroupId --title $plan.Title | ConvertFrom-Json

  Write-Progress -Activity $ProgressActivity -Status "Creating buckets" -PercentComplete 50

  # Create mapping object for buckets {Key: sourceId; Value: destinationId}
  $bucketMapping = @{}
  foreach ($bucket in $buckets) {
    $clonedBucket = m365 planner bucket add --planId $clonedPlan.id --name $bucket.name | ConvertFrom-Json
    $bucketMapping[$bucket.id] = $clonedBucket.id
  }

  Write-Progress -Activity $ProgressActivity -Status "Creating tasks" -PercentComplete 75

  foreach ($task in $tasks) {
    $command = "m365 planner task add --planId $($clonedPlan.id) --bucketId $($bucketMapping[$task.bucketId]) --title '$($task.title.Replace("'", "''"))' --percentComplete $($task.percentComplete)  --priority $($task.priority)"
    
    # Append optional options when needed
    if ($task.hasDescription) {
      $details = m365 planner task get --id $task.id | ConvertFrom-Json
      $command += " --description '$($details.description.Replace("'", "''"))'"
    }
    if ($null -ne $task.startDateTime) {
      $command += " --startDateTime $($task.startDateTime)"
    }
    if ($null -ne $task.dueDateTime) {
      $command += " --dueDateTime $($task.dueDateTime)"
    }

    Invoke-Expression $command | Out-Null
  }
}
end {
  Write-Progress -Activity $ProgressActivity -Status "Plan copied!" -PercentComplete 100 -Completed
  Write-Host "Script completed!" -ForegroundColor Green
}

Check out the CLI for Microsoft 365 to learn more at: https://aka.ms/cli-m365

Important changes coming to the way you login into CLI for Microsoft 365 (effective 9th September 2024) see Changes in PnP Management Shell registration in Microsoft 365

Contributors

Author(s)
Milan Holemans
Reshmee Auckloo

Disclaimer

THESE SAMPLES ARE PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.