Basic Planner Plan can not be converted into Premium Plan

Question

Basic Planner Plan can not be converted into Premium Plan

MSuser0815 25

Hello

We are not able to convert a Basic Planner plan into a Premium planner plan.

The feature simply does not appear for us. We are not GCC. The plan is eligble. Users are Planner and Project Plan 3 licensed.

I can create Basic and Premium Planner Plans. When creating a Basic Plan there are no premium features like ressources and task dependencies (But it show Goals and Timeline buttons). When we create a premium plan all premium features are there.

You can see the difference between basic an premium in the position and appearance of the menu bar:

Basic: User's image

Premium: User's image

In the three dot menu of the basic plan there is no upgrade button to convert it to a premium plan.

User's image

Why does the feature not appear for us?

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2 answers

Your answer

Answer 1

Hello,

As the forum's AI recommended, Microsoft documents the following conversion path:

Open the eligible Basic plan in the new Planner.
Select More (…).
Under Add premium views, select People, Goals, or Assignments.
Select Yes, convert now.

Microsoft also states that users who already have a premium license can select Timeline or select one of the premium views from the (…) menu. Since your screenshot already shows Goals and Timeline, please select one of those tabs and let us know exactly what appears. The tabs being visible does not by itself confirm that the plan has already been converted.

References:

A Global Administrator should also check the tenant-level conversion setting by running:

 Get-PlannerConfiguration

Check the value of AllowDataFlowToDataverse. Microsoft states that this setting is enabled by default, but administrators can disable it. If it returns False, the administrator can enable conversion with:

 Set-PlannerConfiguration -AllowDataFlowToDataverse $true

The required Planner Tenant Admin PowerShell setup is documented here:

Please also confirm that the Basic plan is shared with a Microsoft 365 group and was created in the core Planner application. Microsoft states that Published plans and Loop task-list plans cannot be converted. Any member of an eligible Basic plan can perform the conversion if that user has a Planner premium license.

If AllowDataFlowToDataverse is already True, the plan meets the documented eligibility requirements, and no conversion option appears after trying the available premium views, I recommend that your Microsoft 365 administrator open a support request from Microsoft 365 admin center > Support > Help & support.

Microsoft’s conversion article currently states that this capability is beginning to roll out, but the available documentation does not provide a way to confirm its rollout status for a particular tenant. Microsoft Support would therefore need to check whether the missing option is related to service availability or another tenant-specific condition.

When opening the request, include the screenshots, the affected plan details, the assigned license, and the value returned for AllowDataFlowToDataverse.

MSuser0815 25 Reputation points

2026-09-07T08:28:13.19+00:00

Thanks for your advice.

Get-PlannerConfiguration gives: AllowDataFlowToDataverse : True

Clicking Goals, I can add goals. Timeline shows the timeline with basic task features. The menu under the three dots does not show the feature to add premium features.

The plan is shared with a group and creates directly with the Planner web app.
Helen Luu 2,785 Reputation points Independent Advisor

2026-09-08T07:30:32.34+00:00

Thank you for confirming these details and providing the screenshot MSuser0815.

Based on the information provided, the plan appears to meet Microsoft’s documented requirements for conversion:

AllowDataFlowToDataverse is set to True.

The plan is associated with a Microsoft 365 group.

It was created directly in the Planner web app.

The user has a Planner and Project Plan 3 license and can create Premium plans.

The Goals and Timeline views are opening, but the Add premium views conversion option described in Microsoft’s documentation is still missing. I could not find another Microsoft-documented tenant setting that would enable this menu.

Microsoft’s article currently states that Basic-to-Premium conversion is still beginning to roll out. However, that statement alone does not confirm that rollout is the cause in your tenant: Converting basic plans into premium plans

At this stage, I recommend that your Microsoft 365 administrator open a support request so Microsoft can check the plan’s server-side eligibility and the availability of the conversion feature in your tenant. This forum is a peer-to-peer community and does not have access to tenant configuration, service logs, or feature availability.

Go to the Microsoft 365 admin center, select Help & support, describe the issue, and then select Contact Support if the suggested solutions do not help: Get support for Microsoft 365 for business

Please include the screenshots, confirmation that AllowDataFlowToDataverse is True, the assigned license, and confirmation that the plan was created in Planner and is associated with a Microsoft 365 group. Avoid posting the plan URL or tenant identifiers publicly.

Answer 2

The most likely reason is that the conversion capability has not fully rolled out in the current Planner experience being used.

Supported facts for this scenario:

Basic-to-premium conversion is still rolling out Microsoft states that the ability for premium users to convert basic plans into premium plans is beginning to roll out. If the option is missing even though the plan is eligible and users have Planner and Project Plan 3, that matches a rollout gap.
The plan must be opened in the new Planner app The documented conversion path is:
- Open the basic plan in the new Planner application
- Select More (…)
- Under Add premium views, select People, Goals, or Assignments
- Confirm Yes, convert now
If Add premium views is not present in the … menu, the conversion entry point is not available yet in that environment.
Eligibility alone does not guarantee the button is visible yet Eligible plans include:
- Basic plans shared with a Microsoft 365 group
- Basic plans not yet shared (coming soon)
Also, any member of an eligible basic plan can convert it, but only users with a Planner premium license can perform the conversion.
Not all basic plans can be converted Plans created outside Planner core application or with business rules cannot be converted, including:
- Published Plans
- Loop task list plans
Web can expose the option before Teams in some cases A matching Microsoft Q&A resolution recommends opening the same plan in Planner on the web if the option is not visible in Teams, because premium features can appear there first.

Based on the details provided, the practical checks are:

Open the basic plan in the new Planner web app.
Select … and look specifically for Add premium views.
Try selecting People, Goals, or Assignments to trigger conversion.
Verify the plan is a basic plan shared with a Microsoft 365 group and was created in the Planner core app, not as a Loop task list or published plan.

If those conditions are already met and Add premium views still does not appear, the issue is consistent with the feature rollout not yet reaching that tenant or experience.