RICO for Microsoft Planner
Keep portfolios in view, projects moving, and teams focused.
RICO adds project, portfolio, and team intelligence to Microsoft Planner. See where attention is needed, reduce routine administration, and focus work on the commitments that matter to your business.
Business challenges
The work is in Planner. The management picture takes effort.
RICO helps managers and teams turn activity across plans into focused oversight and action.
Portfolio oversight takes constant effort
Keeping up with project health, resource demands, and business commitments across plans can leave little time to act.
Plan gaps surface too late
Missing dates, unassigned tasks, and absent milestones can create delivery problems before managers see them.
Updates consume management time
Routine status checks, reporting, and communications take time away from managing delivery.
Priorities compete across projects
Team members need a clear view of which tasks and issues deserve their attention next.
Product overview
Meet RICO for Planner
Purpose-built experiences connect portfolio oversight, project management, and individual work across Microsoft Planner and Teams.
Portfolio Pro
Consolidated oversight across portfolios and plans.
PM Pro
Project health, plan completeness, alerts, issues, and risks.
Team Member Pro
Assigned work and weekly priorities across plans.
Portfolio Pro, PM Pro, and Team Member Pro support oversight, project management, and individual work. These capabilities can be used together across your organization.
Core capabilities
What you can do with RICO
Explore the capabilities behind portfolio insight, project action, and team execution.
RICO Portfolio Pro
- 01
Multiple portfolio monitoring
Monitor one or many portfolios from a centralized experience, moving from enterprise-level visibility to individual portfolios and plans.
- 02
Quick portfolio statistics
Review essential portfolio metrics and performance indicators without manually combining information from multiple plans.
- 03
Portfolio review items
Identify plans requiring attention, late or high-impact tasks, unresolved issues, and high-priority or emerging risks.
- 04
From portfolio to plan
Move from consolidated portfolio insight to the individual plans and review items that require action.
RICO PM Pro
- 01
Real-time project alerts
Receive timely alerts when project conditions change, milestones are at risk, tasks become overdue, or other items require attention.
- 02
Schedule performance
Monitor schedule health, milestones, schedule variance, and potential delivery impacts.
- 03
Plan setup
Identify issues within the plan that will impact delivery, including dates not set, tasks not assigned, and missing milestones.
- 04
Late tasks
Identify overdue tasks, responsible owners, affected milestones, and potential schedule impacts.
- 05
Issues
Track active project issues, ownership, priority, status, and resolution progress.
- 06
Risks
Monitor project risks, potential impacts, owners, mitigation activities, and response status before risks become active issues.
RICO Team Member Pro
- 01
Tasks across all plans
See and update all assigned tasks across Microsoft Planner plans from one centralized experience.
- 02
My week
Organize and prioritize upcoming work using a focused weekly view. Identify what requires attention and plan the week ahead.
- 03
Issues across all plans
See and update assigned issues across plans without opening each project individually.
- 04
Risks across all plans
See and update assigned risks while maintaining visibility into ownership, status, required actions, and response activities.
- 05
Team Member Pro mobile app
Manage tasks, issues, and risks while on the road using the RICO Team Member Pro mobile application.
- 06
Centralized updates
Reduce time spent moving between plans by updating assigned work through one connected experience.
Business outcomes
Turn insight into action.
Earlier
interventionBring plan gaps, overdue work, risks, and issues into focus before they grow into larger delivery concerns.
Focused resource
decisionsUse portfolio and plan context to understand where attention and support are needed.
Less manual
administrationReduce repeated status reviews and time spent collecting information across plans.
Clearer
accountabilityConnect tasks, issues, and risks to ownership, priorities, and required action.
RICO for Microsoft Planner
Role based value
The right information for every role.
Leaders
Get insights and reports backed by data down to the plan. Understand performance and where intervention is needed.
Portfolio managers
Stay on top of projects and resources. Quickly identify issues that need your time, and track delivery against commitments to business partners.
Project managers
Spend less time updating and more time managing. Let RICO highlight issues and send communications to teams and leaders.
Team members
Stay focused on priorities across projects. Know which tasks and issues need attention, and how best to use your time.
Microsoft first by design
Built for your Microsoft environment.
RICO extends Microsoft Planner with practical project and portfolio intelligence and brings connected project information into Teams.
Microsoft Planner
The foundation for plans, assigned tasks, schedules, and project work.
Microsoft Teams
A connected workspace for project information, reporting, and collaboration.
- Microsoft 365
- Microsoft Power Platform
Microsoft 365
Microsoft Power PlatformEnterprise readiness
Designed for organizational adoption.
Build on your existing Microsoft 365 environment, with familiar sign-in, role-based access, and configuration aligned to your governance processes.
Security and data
Built on Microsoft 365, RICO uses Microsoft’s security and data protections.
Permissions and access
Use your existing Microsoft login and password with multifactor authentication. Access is granted based on the information and applications needed for your role.
Governance and administration
RICO is configured to follow your organization’s governance processes and requires very little ongoing administration.
Scale and deployment
RICO installs in your existing Microsoft 365 environment and scales to support unlimited users.
Implementation and support
A clear path to getting started.
Discuss your current Planner environment, the roles you need to support, and the outcomes you want to improve.
Define your needs
Review plans, portfolios, users, and business priorities.
Confirm the fit
Confirm prerequisites, configuration, and implementation scope.
Support adoption
Agree how setup, onboarding, and training will be handled.
Review results
Agree ongoing support and how success will be measured.
Customer proof
Results in practice.
Supporting North America’s largest residential company
Protivix installed the RICO for Planner suite to help the company’s IT, PMO, product development, and operations teams streamline technology installations at its properties, give leaders daily insights into issues affecting their portfolios, and reduce operational costs.
- Streamlined installationsSupport coordinated technology delivery at properties.
- Daily portfolio insightsGive leaders visibility into issues affecting their portfolios.
- Operational efficiencyHelp teams reduce operational costs.
Frequently asked questions
Your questions answered.
RICO for Planner requires Microsoft Planner Plan 1 or Plan 3.
Deployment typically takes a few days, including training.
Pricing depends on your scope, functionality, and number of users. Contact Protivix to discuss your needs and receive a quote.
Yes. RICO works with your existing Planner plans. No changes to your plans are required.
RICO is installed in your Power Apps environment, so your data stays within your Microsoft 365 tenant.
Protivix offers support packages for changes and additional training after deployment.
See RICO in your environment
Bring project, portfolio, and team intelligence into Microsoft Planner.
Talk with Protivix about your Planner environment and see how RICO can support your managers and teams.