How to govern Planner
A step-by-step guide to governing Planner with Rencore: detect with 27 policies, review with 11 reports, and remediate with 1 automations.
Governing Planner means keeping its access, configuration, and lifecycle under continuous control rather than reacting after something breaks. Rencore governs Planner with 27 pre-built policies, 11 reports, and 1 automations, so teams can detect risk, review posture, and remediate with an audit trail. The steps below turn that coverage into a repeatable routine.
Steps
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Inventory Planner
Connect Planner and let Rencore build a continuous inventory of its resources, owners, and configuration, so governance starts from what exists rather than a stale export.
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Detect with policies
Turn on the pre-built policies that cover Planner to surface oversharing, sprawl, and misconfiguration on the first scan, before writing a single custom rule.
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Review by owner and severity
Use the Planner reports to review findings by owner, category, and severity, and to share them with stakeholders who do not have a seat in the platform.
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Remediate and automate
Apply automations to fix findings at scale, route sensitive changes through approvals, and keep every action reversible and logged for the audit trail.
Recommended Planner policies
Grounded in the Rencore catalog. See the full Planner catalog on the Planner connector page.
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Planner plans with no activity in the last year
Plans whose tasks and completions have all been idle for more than 365 days. Candidates for archival or deletion.
Severity: Medium -
Empty Planner plans
Plans that contain no tasks and were created more than 30 days ago. Likely abandoned or accidentally created.
Severity: Low -
Planner plans whose creator has been deleted
Plans where the original creator's account no longer exists in Entra ID. Ownership review needed.
Severity: High -
Planner plans with high overdue burden
Plans with more than 10 overdue tasks. Indicates a backlog that is no longer being actively worked.
Severity: Medium -
Planner tasks more than 30 days overdue
Open tasks whose due date is more than 30 days in the past.
Severity: High -
Urgent Planner tasks that are overdue
Tasks with urgent priority whose due date has passed and are not yet completed.
Severity: High -
Open Planner tasks with no assignee
Open tasks that are not assigned to any user. Tasks need an owner to be actionable.
Severity: Low -
Urgent Planner tasks with no assignee
Tasks marked urgent that are not assigned to anyone.
Severity: High
